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 | $47,066 | $65,435-28.1% | $86,677-45.7% | $66,914-29.7% |
| Participation rate | 93.2% | 75.5%+17.7pp | 76.6%+16.6pp | 69.8%+23.4pp |
| Annual return | -16.30% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,856 | $2,153+32.7% | $2,836+0.7% | $2,544+12.3% |
| Participant deferral / active EE | $4,265 | $4,100+4.0% | $4,656-8.4% | $4,237+0.7% |
| Admin fee / account holder | $889 | $642+38.5% | $7,493-88.1% | $593+49.8% |