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 | $41,046 | $64,707-36.6% | $112,228-63.4% | $68,494-40.1% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -19.35% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,584 | $2,746-42.3% | $3,635-56.4% | $2,596-39.0% |
| Participant deferral / active EE | $4,010 | $3,565+12.5% | $4,728-15.2% | $4,027-0.4% |
| Admin fee / account holder | $774 | $5,232-85.2% | $6,410-87.9% | $5,403-85.7% |