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 | $102,653 | $73,004+40.6% | $90,749+13.1% | $68,494+49.9% |
| Participation rate | 85.4% | 70.8%+14.5pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -15.74% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,128 | $2,193-3.0% | $2,921-27.2% | $2,596-18.0% |
| Participant deferral / active EE | $2,551 | $3,627-29.7% | $4,564-44.1% | $4,027-36.7% |
| Admin fee / account holder | $1,969 | $5,896-66.6% | $8,445-76.7% | $5,403-63.6% |