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 | $17,652 | $48,265-63.4% | $68,791-74.3% | $68,494-74.2% |
| Participation rate | 93.1% | 60.7%+32.4pp | 69.0%+24.1pp | 67.9%+25.2pp |
| Annual return | -15.25% | -12.71%-2.5pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,875 | $1,829+2.5% | $2,655-29.4% | $2,596-27.8% |
| Participant deferral / active EE | $2,486 | $2,867-13.3% | $3,941-36.9% | $4,027-38.3% |
| Admin fee / account holder | $2,821 | $4,355-35.2% | $4,932-42.8% | $5,403-47.8% |