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 | $37,043 | $69,518-46.7% | $59,878-38.1% | $135,375-72.6% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | -7.42% | 7.94%-15.4pp | 3.46%-10.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,982 | $3,235-38.7% | $2,722-27.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,864 | $4,206+15.6% | $3,402+43.0% | $5,609-13.3% |
| Admin fee / account holder | $8,447 | $5,734+47.3% | $3,590+135.3% | $10,827-22.0% |