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 | $42,023 | $71,883-41.5% | $86,677-51.5% | $68,494-38.6% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -8.49% | 3.52%-12.0pp | 35.91%-44.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $2,524 | $2,173+16.1% | $2,836-11.0% | $2,596-2.8% |
| Participant deferral / active EE | $3,301 | $3,779-12.6% | $4,656-29.1% | $4,027-18.0% |
| Admin fee / account holder | $642 | $6,112-89.5% | $7,493-91.4% | $5,403-88.1% |