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 | $35,776 | $110,094-67.5% | $151,611-76.4% | $68,494-47.8% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -16.84% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,430 | $4,471-23.3% | $6,166-44.4% | $2,596+32.1% |
| Participant deferral / active EE | $4,808 | $6,527-26.3% | $8,363-42.5% | $4,027+19.4% |
| Admin fee / account holder | $2,295 | $7,719-70.3% | $11,616-80.2% | $5,403-57.5% |