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 | $15,979 | $42,894-62.7% | $60,874-73.8% | $68,494-76.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 73.1%+18.9pp | 67.9%+24.1pp |
| Annual return | -5.24% | -13.98%+8.7pp | 16.90%-22.1pp | -7.84%+2.6pp |
| Employer contribution / active EE | $591 | $1,978-70.1% | $2,701-78.1% | $2,596-77.2% |
| Participant deferral / active EE | $1,193 | $2,867-58.4% | $3,817-68.7% | $4,027-70.4% |
| Admin fee / account holder | $3,129 | $3,101+0.9% | $3,224-3.0% | $5,403-42.1% |