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 9-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 | $21,652 | $56,357-61.6% | $104,294-79.2% | $68,494-68.4% |
| Participation rate | 71.9% | 63.3%+8.6pp | 73.3%-1.4pp | 67.9%+4.0pp |
| Annual return | -18.91% | -9.19%-9.7pp | 24.61%-43.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,346 | $1,960-31.3% | $3,372-60.1% | $2,596-48.2% |
| Participant deferral / active EE | $2,891 | $3,077-6.1% | $4,625-37.5% | $4,027-28.2% |
| Admin fee / account holder | $433 | $4,903-91.2% | $7,339-94.1% | $5,403-92.0% |