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 | $55,649 | $42,894+29.7% | $60,874-8.6% | $68,494-18.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.08% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,533 | $1,978+78.6% | $2,701+30.8% | $2,596+36.1% |
| Participant deferral / active EE | $3,089 | $2,867+7.7% | $3,817-19.1% | $4,027-23.3% |
| Admin fee / account holder | $10,327 | $3,101+233.0% | $3,224+220.3% | $5,403+91.1% |