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 | $24,989 | $73,867-66.2% | $143,757-82.6% | $68,494-63.5% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -11.56% | 1.01%-12.6pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,437 | $3,184+39.3% | $4,951-10.4% | $2,596+70.9% |
| Participant deferral / active EE | $1,732 | $3,384-48.8% | $5,637-69.3% | $4,027-57.0% |
| Admin fee / account holder | $1,987 | $5,755-65.5% | $14,673-86.5% | $5,403-63.2% |