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 | $43,136 | $71,883-40.0% | $86,677-50.2% | $68,494-37.0% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -14.10% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,719 | $2,173-20.9% | $2,836-39.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,602 | $3,779-4.7% | $4,656-22.6% | $4,027-10.6% |
| Admin fee / account holder | $475 | $6,112-92.2% | $7,493-93.7% | $5,403-91.2% |