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 | $53,292 | $56,484-5.7% | $169,463-68.6% | $64,186-17.0% |
| Participation rate | 74.3% | 64.5%+9.7pp | 77.8%-3.5pp | 69.6%+4.7pp |
| Annual return | -7.85% | -1.55%-6.3pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,319 | $3,448+112.3% | $5,277+38.7% | $3,470+111.0% |
| Admin fee / account holder | $4,175 | $4,1740% | $9,109-54.2% | $4,888-14.6% |