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 | $30,709 | $57,354-46.5% | $83,848-63.4% | $64,186-52.2% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -4.71% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $696 | $2,545-72.7% | $3,631-80.8% | $2,381-70.8% |
| Participant deferral / active EE | $1,465 | $2,993-51.1% | $4,082-64.1% | $3,470-57.8% |
| Admin fee / account holder | $14,472 | $4,046+257.7% | $5,478+164.2% | $4,888+196.1% |