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 | $78,419 | $73,867+6.2% | $143,757-45.5% | $68,494+14.5% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -15.53% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,960 | $3,184-7.0% | $4,951-40.2% | $2,596+14.0% |
| Participant deferral / active EE | $8,067 | $3,384+138.3% | $5,637+43.1% | $4,027+100.3% |
| Admin fee / account holder | $1,191 | $5,755-79.3% | $14,673-91.9% | $5,403-78.0% |