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 | $40,512 | $92,222-56.1% | $76,768-47.2% | $135,375-70.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.47% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,595 | $3,216-50.4% | $2,485-35.8% | $4,779-66.6% |
| Participant deferral / active EE | $2,793 | $4,509-38.1% | $3,852-27.5% | $5,609-50.2% |
| Admin fee / account holder | $1,339 | $10,748-87.5% | $6,675-79.9% | $10,827-87.6% |