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 | $10,402 | $73,867-85.9% | $143,757-92.8% | $68,494-84.8% |
| Participation rate | 71.9% | 66.7%+5.3pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -15.44% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $979 | $3,184-69.2% | $4,951-80.2% | $2,596-62.3% |
| Participant deferral / active EE | $1,363 | $3,384-59.7% | $5,637-75.8% | $4,027-66.1% |
| Admin fee / account holder | $3,320 | $5,755-42.3% | $14,673-77.4% | $5,403-38.5% |