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 | $38,899 | $57,354-32.2% | $83,848-53.6% | $64,186-39.4% |
| Participation rate | 89.2% | 68.6%+20.5pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -4.97% | 11.38%-16.4pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $553 | $2,545-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $3,291 | $2,993+10.0% | $4,082-19.4% | $3,470-5.1% |
| Admin fee / account holder | $455 | $4,046-88.8% | $5,478-91.7% | $4,888-90.7% |