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 | $67,567 | $59,805+13.0% | $79,550-15.1% | $68,494-1.4% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -16.03% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,046 | $1,505-30.5% | $2,413-56.6% | $2,596-59.7% |
| Participant deferral / active EE | $2,745 | $3,024-9.2% | $3,985-31.1% | $4,027-31.8% |
| Admin fee / account holder | $10,382 | $4,835+114.7% | $6,832+52.0% | $5,403+92.2% |