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 | $18,034 | $63,953-71.8% | $54,726-67.0% | $135,375-86.7% |
| Participation rate | 77.8% | 84.9%-7.1pp | 79.1%-1.3pp | 82.6%-4.9pp |
| Annual return | -3.54% | -5.77%+2.2pp | -4.56%+1.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,613 | $4,256-62.1% | $3,449-53.2% | $4,779-66.2% |
| Participant deferral / active EE | $2,038 | $4,810-57.6% | $3,953-48.5% | $5,609-63.7% |
| Admin fee / account holder | $6,157 | $4,567+34.8% | $3,818+61.3% | $10,827-43.1% |