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 | $63,196 | $56,357+12.1% | $104,294-39.4% | $68,494-7.7% |
| Participation rate | 73.8% | 63.3%+10.5pp | 73.3%+0.5pp | 67.9%+5.9pp |
| Annual return | -15.06% | -9.19%-5.9pp | 24.61%-39.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,410 | $1,960-28.1% | $3,372-58.2% | $2,596-45.7% |
| Participant deferral / active EE | $3,550 | $3,077+15.4% | $4,625-23.2% | $4,027-11.8% |
| Admin fee / account holder | $3,824 | $4,903-22.0% | $7,339-47.9% | $5,403-29.2% |