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 | $51,278 | $93,024-44.9% | $77,024-33.4% | $134,475-61.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,224 | $3,418-34.9% | $2,812-20.9% | $4,740-53.1% |
| Participant deferral / active EE | $5,071 | $5,238-3.2% | $4,426+14.6% | $6,400-20.8% |
| Admin fee / account holder | $762 | $6,944-89.0% | $5,425-86.0% | $11,426-93.3% |