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 | $57,993 | $81,900-29.2% | $119,609-51.5% | $68,494-15.3% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -11.39% | -23.82%+12.4pp | -14.97%+3.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,017 | $2,693-25.1% | $4,232-52.3% | $2,596-22.3% |
| Participant deferral / active EE | $2,387 | $4,148-42.4% | $5,602-57.4% | $4,027-40.7% |
| Admin fee / account holder | $8,732 | $6,582+32.7% | $10,323-15.4% | $5,403+61.6% |