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 | $38,065 | $77,813-51.1% | $123,544-69.2% | $64,186-40.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,383 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $9,723 | $5,240+85.6% | $6,426+51.3% | $3,470+180.2% |
| Admin fee / account holder | $1,338 | $5,519-75.8% | $9,284-85.6% | $4,888-72.6% |