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 | $46,931 | $71,883-34.7% | $86,677-45.9% | $68,494-31.5% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,280 | $2,173+4.9% | $2,836-19.6% | $2,596-12.2% |
| Participant deferral / active EE | $3,634 | $3,779-3.8% | $4,656-22.0% | $4,027-9.8% |
| Admin fee / account holder | $2,681 | $6,112-56.1% | $7,493-64.2% | $5,403-50.4% |