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 | $44,662 | $50,958-12.4% | $74,550-40.1% | $64,186-30.4% |
| Participation rate | 93.2% | 61.1%+32.1pp | 69.1%+24.0pp | 69.6%+23.6pp |
| Annual return | -7.31% | -1.86%-5.5pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,594 | $1,115+132.6% | $1,961+32.3% | $2,381+8.9% |
| Participant deferral / active EE | $2,413 | $2,301+4.9% | $3,108-22.4% | $3,470-30.4% |
| Admin fee / account holder | $803 | $4,223-81.0% | $5,060-84.1% | $4,888-83.6% |