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 | $16,194 | $73,867-78.1% | $143,757-88.7% | $68,494-76.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.59% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,722 | $3,184+48.3% | $4,951-4.6% | $2,596+81.9% |
| Participant deferral / active EE | $1,904 | $3,384-43.7% | $5,637-66.2% | $4,027-52.7% |
| Admin fee / account holder | $1,739 | $5,755-69.8% | $14,673-88.1% | $5,403-67.8% |