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 | $27,001 | $73,867-63.4% | $143,757-81.2% | $68,494-60.6% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -12.85% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,299 | $3,184+35.0% | $4,951-13.2% | $2,596+65.6% |
| Participant deferral / active EE | $2,693 | $3,384-20.4% | $5,637-52.2% | $4,027-33.1% |
| Admin fee / account holder | $4,033 | $5,755-29.9% | $14,673-72.5% | $5,403-25.4% |