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 | $59,835 | $64,707-7.5% | $112,228-46.7% | $68,494-12.6% |
| Participation rate | 93.0% | 67.2%+25.9pp | 75.1%+18.0pp | 67.9%+25.1pp |
| Annual return | -16.04% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $765 | $2,746-72.1% | $3,635-78.9% | $2,596-70.5% |
| Participant deferral / active EE | $2,551 | $3,565-28.4% | $4,728-46.0% | $4,027-36.6% |
| Admin fee / account holder | $357 | $5,232-93.2% | $6,410-94.4% | $5,403-93.4% |