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 | $48,992 | $77,813-37.0% | $123,544-60.3% | $64,186-23.7% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | -5.79% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,248 | $3,014-58.6% | $4,628-73.0% | $2,381-47.6% |
| Participant deferral / active EE | $4,389 | $5,240-16.2% | $6,426-31.7% | $3,470+26.5% |
| Admin fee / account holder | $904 | $5,519-83.6% | $9,284-90.3% | $4,888-81.5% |