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 | $29,996 | $100,754-70.2% | $86,677-65.4% | $134,475-77.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.39% | 29.04%-37.4pp | 35.91%-44.3pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,926 | $3,489-16.1% | $2,836+3.2% | $4,740-38.3% |
| Participant deferral / active EE | $2,240 | $5,338-58.0% | $4,656-51.9% | $6,400-65.0% |
| Admin fee / account holder | $14,012 | $10,926+28.2% | $7,493+87.0% | $11,426+22.6% |