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 | $18,532 | $97,044-80.9% | $83,333-77.8% | $135,375-86.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -2.27% | 12.31%-14.6pp | 10.63%-12.9pp | 519.73%-522.0pp |
| Employer contribution / active EE | $621 | $4,143-85.0% | $3,379-81.6% | $4,779-87.0% |
| Participant deferral / active EE | $6,464 | $5,964+8.4% | $5,565+16.2% | $5,609+15.3% |
| Admin fee / account holder | $27,948 | $8,380+233.5% | $7,510+272.1% | $10,827+158.1% |