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 | $14,548 | $42,383-65.7% | $76,523-81.0% | $64,186-77.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.15% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,051 | $1,563+31.2% | $2,647-22.5% | $2,381-13.9% |
| Participant deferral / active EE | $1,828 | $2,566-28.8% | $3,835-52.3% | $3,470-47.3% |
| Admin fee / account holder | $776 | $3,198-75.7% | $4,848-84.0% | $4,888-84.1% |