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 | $36,707 | $97,044-62.2% | $83,333-56.0% | $135,375-72.9% |
| Participation rate | 70.8% | 80.4%-9.6pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | -4.99% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,415 | $5,964+7.6% | $5,565+15.3% | $5,609+14.4% |
| Admin fee / account holder | $14,087 | $8,380+68.1% | $7,510+87.6% | $10,827+30.1% |