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 | $29,181 | $57,354-49.1% | $83,848-65.2% | $64,186-54.5% |
| Participation rate | 81.1% | 68.6%+12.5pp | 76.1%+5.0pp | 69.6%+11.6pp |
| Annual return | -8.14% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $916 | $2,545-64.0% | $3,631-74.8% | $2,381-61.5% |
| Participant deferral / active EE | $2,731 | $2,993-8.8% | $4,082-33.1% | $3,470-21.3% |
| Admin fee / account holder | $1,553 | $4,046-61.6% | $5,478-71.7% | $4,888-68.2% |