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 | $36,446 | $45,863-20.5% | $77,024-52.7% | $68,494-46.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.55% | 1.72%-16.3pp | 42.32%-56.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,388 | $1,650+347.9% | $2,812+162.7% | $2,596+184.6% |
| Participant deferral / active EE | $7,529 | $2,962+154.2% | $4,426+70.1% | $4,027+87.0% |
| Admin fee / account holder | $4,563 | $3,041+50.1% | $5,425-15.9% | $5,403-15.5% |