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 | $49,797 | $73,867-32.6% | $143,757-65.4% | $68,494-27.3% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -19.03% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,344 | $3,184-57.8% | $4,951-72.8% | $2,596-48.2% |
| Participant deferral / active EE | $3,913 | $3,384+15.6% | $5,637-30.6% | $4,027-2.8% |
| Admin fee / account holder | $1,832 | $5,755-68.2% | $14,673-87.5% | $5,403-66.1% |