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 | $25,807 | $49,177-47.5% | $79,464-67.5% | $64,186-59.8% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -6.59% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,468 | $2,076+67.0% | $2,800+23.8% | $2,381+45.7% |
| Participant deferral / active EE | $7,608 | $2,821+169.6% | $3,704+105.4% | $3,470+119.3% |
| Admin fee / account holder | $474 | $3,839-87.6% | $5,113-90.7% | $4,888-90.3% |