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 | $49,183 | $42,383+16.0% | $76,523-35.7% | $64,186-23.4% |
| Participation rate | 84.4% | 58.1%+26.3pp | 68.0%+16.4pp | 69.6%+14.9pp |
| Annual return | -7.73% | -16.54%+8.8pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,337 | $1,563+113.5% | $2,647+26.1% | $2,381+40.2% |
| Participant deferral / active EE | $4,156 | $2,566+61.9% | $3,835+8.3% | $3,470+19.8% |
| Admin fee / account holder | $7,239 | $3,198+126.4% | $4,848+49.3% | $4,888+48.1% |