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 | $55,065 | $71,883-23.4% | $86,677-36.5% | $68,494-19.6% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -14.69% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,766 | $2,173-18.7% | $2,836-37.7% | $2,596-32.0% |
| Participant deferral / active EE | $3,668 | $3,779-2.9% | $4,656-21.2% | $4,027-8.9% |
| Admin fee / account holder | $5,684 | $6,112-7.0% | $7,493-24.1% | $5,403+5.2% |