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 | $30,227 | $78,694-61.6% | $67,652-55.3% | $125,391-75.9% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -1.24% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,487 | $3,044-51.1% | $2,266-34.4% | $4,866-69.4% |
| Participant deferral / active EE | $5,485 | $4,292+27.8% | $3,560+54.1% | $5,352+2.5% |
| Admin fee / account holder | $35,398 | $7,403+378.2% | $4,821+634.3% | $9,540+271.0% |