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 | $34,818 | $61,660-43.5% | $80,019-56.5% | $64,186-45.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.20% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,603 | $1,810-11.4% | $2,468-35.0% | $2,381-32.7% |
| Participant deferral / active EE | $4,605 | $2,968+55.2% | $3,686+24.9% | $3,470+32.7% |
| Admin fee / account holder | $2,542 | $5,417-53.1% | $6,521-61.0% | $4,888-48.0% |