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 | $61,683 | $73,867-16.5% | $143,757-57.1% | $68,494-9.9% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -18.16% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,587 | $3,184-18.7% | $4,951-47.7% | $2,596-0.3% |
| Participant deferral / active EE | $3,790 | $3,384+12.0% | $5,637-32.8% | $4,027-5.9% |
| Admin fee / account holder | $3,388 | $5,755-41.1% | $14,673-76.9% | $5,403-37.3% |