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 | $32,439 | $39,798-18.5% | $67,711-52.1% | $59,632-45.6% |
| Participation rate | 94.3% | 57.4%+37.0pp | 67.5%+26.8pp | 68.7%+25.7pp |
| Annual return | -2.26% | 89.94%-92.2pp | 25.41%-27.7pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,544 | $1,393+10.9% | $2,559-39.7% | $2,203-29.9% |
| Participant deferral / active EE | $2,312 | $2,335-1.0% | $3,585-35.5% | $3,192-27.5% |
| Admin fee / account holder | $3,147 | $3,212-2.0% | $4,255-26.0% | $4,297-26.8% |