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 | $72,970 | $56,484+29.2% | $169,463-56.9% | $64,186+13.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.91% | -1.55%-4.4pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,252 | $1,832+77.4% | $4,159-21.8% | $2,381+36.6% |
| Participant deferral / active EE | $8,333 | $3,448+141.7% | $5,277+57.9% | $3,470+140.2% |
| Admin fee / account holder | $2,056 | $4,174-50.8% | $9,109-77.4% | $4,888-57.9% |