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 | $24,725 | $167,484-85.2% | $151,611-83.7% | $134,475-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.58% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,731 | $6,829-60.0% | $6,166-55.7% | $4,740-42.4% |
| Participant deferral / active EE | $5,496 | $8,986-38.8% | $8,363-34.3% | $6,400-14.1% |
| Admin fee / account holder | $1,871 | $13,783-86.4% | $11,616-83.9% | $11,426-83.6% |