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 | $60,439 | $73,867-18.2% | $143,757-58.0% | $68,494-11.8% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -19.24% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,389 | $3,184-25.0% | $4,951-51.7% | $2,596-8.0% |
| Participant deferral / active EE | $4,509 | $3,384+33.2% | $5,637-20.0% | $4,027+12.0% |
| Admin fee / account holder | $2,003 | $5,755-65.2% | $14,673-86.3% | $5,403-62.9% |