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 | $20,369 | $73,867-72.4% | $143,757-85.8% | $68,494-70.3% |
| Participation rate | 82.0% | 66.7%+15.3pp | 80.3%+1.7pp | 67.9%+14.1pp |
| Annual return | -17.95% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,654 | $3,384-51.1% | $5,637-70.7% | $4,027-58.9% |
| Admin fee / account holder | $727 | $5,755-87.4% | $14,673-95.0% | $5,403-86.5% |