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 | $25,128 | $73,867-66.0% | $143,757-82.5% | $68,494-63.3% |
| Participation rate | 90.5% | 66.7%+23.8pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,360 | $3,184-25.9% | $4,951-52.3% | $2,596-9.1% |
| Participant deferral / active EE | $3,562 | $3,384+5.3% | $5,637-36.8% | $4,027-11.5% |
| Admin fee / account holder | $1,064 | $5,755-81.5% | $14,673-92.8% | $5,403-80.3% |