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 | $38,841 | $100,754-61.4% | $86,677-55.2% | $134,475-71.1% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -16.68% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,331 | $3,489-61.9% | $2,836-53.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,485 | $5,338-34.7% | $4,656-25.1% | $6,400-45.5% |
| Admin fee / account holder | $1,431 | $10,926-86.9% | $7,493-80.9% | $11,426-87.5% |