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 | $39,424 | $94,529-58.3% | $140,016-71.8% | $64,186-38.6% |
| Participation rate | 98.1% | 84.1%+14.0pp | 87.5%+10.6pp | 69.6%+28.5pp |
| Annual return | -2.34% | 7.77%-10.1pp | 651.12%-653.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,163 | $3,812-43.3% | $5,606-61.4% | $2,381-9.2% |
| Participant deferral / active EE | $7,078 | $5,250+34.8% | $6,927+2.2% | $3,470+104.0% |
| Admin fee / account holder | $4,444 | $6,741-34.1% | $10,705-58.5% | $4,888-9.1% |