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 | $31,781 | $127,100-75.0% | $105,738-69.9% | $135,375-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.18% | 4.49%-10.7pp | 6.27%-12.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,838 | $4,107-55.2% | $3,268-43.8% | $4,779-61.5% |
| Participant deferral / active EE | $2,473 | $5,064-51.2% | $4,080-39.4% | $5,609-55.9% |
| Admin fee / account holder | $6,937 | $9,087-23.7% | $6,913+0.3% | $10,827-35.9% |