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 | $34,425 | $92,222-62.7% | $76,768-55.2% | $135,375-74.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.56% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,619 | $3,216-49.6% | $2,485-34.8% | $4,779-66.1% |
| Participant deferral / active EE | $2,528 | $4,509-43.9% | $3,852-34.4% | $5,609-54.9% |
| Admin fee / account holder | $663 | $10,748-93.8% | $6,675-90.1% | $10,827-93.9% |