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 | $31,263 | $72,177-56.7% | $115,037-72.8% | $59,632-47.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.47% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $779 | $2,841-72.6% | $4,608-83.1% | $2,203-64.7% |
| Participant deferral / active EE | $4,317 | $4,783-9.7% | $6,026-28.4% | $3,192+35.2% |
| Admin fee / account holder | $1,185 | $4,927-76.0% | $8,175-85.5% | $4,297-72.4% |