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 | $24,997 | $71,883-65.2% | $86,677-71.2% | $68,494-63.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.81% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,559 | $2,173+63.8% | $2,836+25.5% | $2,596+37.1% |
| Participant deferral / active EE | $3,578 | $3,779-5.3% | $4,656-23.1% | $4,027-11.1% |
| Admin fee / account holder | $1,099 | $6,112-82.0% | $7,493-85.3% | $5,403-79.7% |