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 | $22,658 | $49,177-53.9% | $79,464-71.5% | $64,186-64.7% |
| Participation rate | 77.8% | 65.0%+12.7pp | 73.3%+4.4pp | 69.6%+8.2pp |
| Annual return | -3.62% | -1.16%-2.5pp | 718.14%-721.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $879 | $2,076-57.7% | $2,800-68.6% | $2,381-63.1% |
| Participant deferral / active EE | $1,184 | $2,821-58.0% | $3,704-68.0% | $3,470-65.9% |
| Admin fee / account holder | $933 | $3,839-75.7% | $5,113-81.8% | $4,888-80.9% |