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 | $25,335 | $45,863-44.8% | $77,024-67.1% | $68,494-63.0% |
| Participation rate | 90.4% | 55.9%+34.5pp | 67.9%+22.5pp | 67.9%+22.5pp |
| Annual return | -12.43% | 1.72%-14.1pp | 42.32%-54.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,894 | $1,650+136.1% | $2,812+38.5% | $2,596+50.0% |
| Participant deferral / active EE | $3,026 | $2,962+2.2% | $4,426-31.6% | $4,027-24.9% |
| Admin fee / account holder | $1,845 | $3,041-39.3% | $5,425-66.0% | $5,403-65.8% |