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 | $42,589 | $71,883-40.8% | $86,677-50.9% | $68,494-37.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.67% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,441 | $2,173+12.4% | $2,836-13.9% | $2,596-6.0% |
| Participant deferral / active EE | $4,491 | $3,779+18.8% | $4,656-3.5% | $4,027+11.5% |
| Admin fee / account holder | $2,270 | $6,112-62.9% | $7,493-69.7% | $5,403-58.0% |