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 | $37,712 | $81,900-54.0% | $119,609-68.5% | $68,494-44.9% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -16.80% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,876 | $2,693-30.3% | $4,232-55.7% | $2,596-27.7% |
| Participant deferral / active EE | $5,257 | $4,148+26.8% | $5,602-6.2% | $4,027+30.5% |
| Admin fee / account holder | $923 | $6,582-86.0% | $10,323-91.1% | $5,403-82.9% |