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 | $39,377 | $52,681-25.3% | $75,781-48.0% | $59,632-34.0% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.8%+20.2pp | 68.7%+27.3pp |
| Annual return | -2.70% | 2.95%-5.6pp | 9.68%-12.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,865 | $2,193+30.6% | $3,323-13.8% | $2,203+30.1% |
| Participant deferral / active EE | $5,161 | $2,591+99.2% | $3,651+41.3% | $3,192+61.7% |
| Admin fee / account holder | $1,024 | $3,610-71.6% | $5,299-80.7% | $4,297-76.2% |