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 | $54,154 | $59,805-9.4% | $79,550-31.9% | $68,494-20.9% |
| Participation rate | 80.6% | 61.1%+19.5pp | 69.5%+11.1pp | 67.9%+12.7pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,214 | $1,505-19.4% | $2,413-49.7% | $2,596-53.3% |
| Participant deferral / active EE | $5,566 | $3,024+84.0% | $3,985+39.7% | $4,027+38.2% |
| Admin fee / account holder | $6,537 | $4,835+35.2% | $6,832-4.3% | $5,403+21.0% |