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 | $29,876 | $73,004-59.1% | $90,749-67.1% | $68,494-56.4% |
| Participation rate | 82.7% | 70.8%+11.9pp | 75.7%+7.0pp | 67.9%+14.8pp |
| Annual return | -17.91% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $970 | $2,193-55.8% | $2,921-66.8% | $2,596-62.6% |
| Participant deferral / active EE | $5,158 | $3,627+42.2% | $4,564+13.0% | $4,027+28.1% |
| Admin fee / account holder | $1,125 | $5,896-80.9% | $8,445-86.7% | $5,403-79.2% |