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 | $29,207 | $71,480-59.1% | $90,782-67.8% | $64,186-54.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -7.01% | -4.25%-2.8pp | -3.42%-3.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,148 | $3,415-7.8% | $4,105-23.3% | $2,381+32.2% |
| Participant deferral / active EE | $4,248 | $4,302-1.3% | $5,366-20.8% | $3,470+22.4% |
| Admin fee / account holder | $1,415 | $6,309-77.6% | $5,908-76.0% | $4,888-71.1% |