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 | $43,523 | $43,723-0.5% | $121,196-64.1% | $64,186-32.2% |
| Participation rate | 82.1% | 58.3%+23.7pp | 71.7%+10.3pp | 69.6%+12.5pp |
| Annual return | -6.66% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,613 | $1,296+101.6% | $4,022-35.0% | $2,381+9.8% |
| Participant deferral / active EE | $7,047 | $2,280+209.1% | $3,344+110.7% | $3,470+103.1% |
| Admin fee / account holder | $5,144 | $3,501+46.9% | $5,019+2.5% | $4,888+5.2% |