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 | $26,652 | $75,935-64.9% | $60,547-56.0% | $125,391-78.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.88% | -5.38%+6.3pp | 335.64%-334.8pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,407 | $3,438-59.1% | $2,419-41.8% | $4,866-71.1% |
| Participant deferral / active EE | $3,381 | $4,506-25.0% | $3,328+1.6% | $5,352-36.8% |
| Admin fee / account holder | $7,341 | $6,768+8.5% | $4,536+61.8% | $9,540-23.1% |