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 | $66,686 | $92,222-27.7% | $76,768-13.1% | $135,375-50.7% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -7.85% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,477 | $3,216-23.0% | $2,485-0.3% | $4,779-48.2% |
| Participant deferral / active EE | $5,748 | $4,509+27.5% | $3,852+49.2% | $5,609+2.5% |
| Admin fee / account holder | $13,731 | $10,748+27.7% | $6,675+105.7% | $10,827+26.8% |