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 | $55,459 | $62,586-11.4% | $76,768-27.8% | $64,186-13.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.23% | -1.95%+2.2pp | 2.43%-2.2pp | 7.63%-7.4pp |
| Employer contribution / active EE | $862 | $1,832-52.9% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $3,048 | $3,145-3.1% | $3,852-20.9% | $3,470-12.1% |
| Admin fee / account holder | $705 | $4,667-84.9% | $6,675-89.4% | $4,888-85.6% |