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 | $20,150 | $77,813-74.1% | $123,544-83.7% | $64,186-68.6% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -5.39% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,578 | $3,014-47.6% | $4,628-65.9% | $2,381-33.7% |
| Participant deferral / active EE | $3,137 | $5,240-40.1% | $6,426-51.2% | $3,470-9.6% |
| Admin fee / account holder | $380 | $5,519-93.1% | $9,284-95.9% | $4,888-92.2% |