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 | $47,426 | $71,883-34.0% | $86,677-45.3% | $68,494-30.8% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,963 | $2,173-9.6% | $2,836-30.8% | $2,596-24.4% |
| Participant deferral / active EE | $3,882 | $3,779+2.7% | $4,656-16.6% | $4,027-3.6% |
| Admin fee / account holder | $1,301 | $6,112-78.7% | $7,493-82.6% | $5,403-75.9% |