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 | $44,121 | $81,900-46.1% | $119,609-63.1% | $68,494-35.6% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -17.73% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,780 | $2,693+3.2% | $4,232-34.3% | $2,596+7.1% |
| Participant deferral / active EE | $2,893 | $4,148-30.3% | $5,602-48.4% | $4,027-28.2% |
| Admin fee / account holder | $778 | $6,582-88.2% | $10,323-92.5% | $5,403-85.6% |