See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,616 | $72,404-20.4% | $110,238-47.7% | $64,186-10.2% |
| Participation rate | 70.3% | 73.3%-3.1pp | 79.8%-9.5pp | 69.6%+0.7pp |
| Annual return | -7.01% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,850 | $2,282-18.9% | $3,826-51.6% | $2,381-22.3% |
| Participant deferral / active EE | $4,039 | $3,469+16.4% | $4,672-13.6% | $3,470+16.4% |
| Admin fee / account holder | $5,140 | $5,664-9.3% | $8,547-39.9% | $4,888+5.2% |