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 | $11,082 | $73,867-85.0% | $143,757-92.3% | $68,494-83.8% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -16.19% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,952 | $3,184-38.7% | $4,951-60.6% | $2,596-24.8% |
| Participant deferral / active EE | $1,322 | $3,384-60.9% | $5,637-76.5% | $4,027-67.2% |
| Admin fee / account holder | $1,018 | $5,755-82.3% | $14,673-93.1% | $5,403-81.2% |