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 | $36,994 | $82,664-55.2% | $125,339-70.5% | $68,494-46.0% |
| Participation rate | 75.9% | 75.0%+0.9pp | 82.4%-6.4pp | 67.9%+8.0pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,843 | $3,381-45.5% | $4,814-61.7% | $2,596-29.0% |
| Participant deferral / active EE | $3,896 | $6,110-36.2% | $7,446-47.7% | $4,027-3.3% |
| Admin fee / account holder | $6,829 | $6,275+8.8% | $10,010-31.8% | $5,403+26.4% |