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 | $65,819 | $73,867-10.9% | $143,757-54.2% | $68,494-3.9% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -13.24% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,177 | $3,184-31.6% | $4,951-56.0% | $2,596-16.2% |
| Participant deferral / active EE | $4,933 | $3,384+45.7% | $5,637-12.5% | $4,027+22.5% |
| Admin fee / account holder | $2,149 | $5,755-62.7% | $14,673-85.4% | $5,403-60.2% |