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 | $29,315 | $76,000-61.4% | $154,107-81.0% | $64,186-54.3% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,054 | $3,351-38.7% | $5,298-61.2% | $2,381-13.7% |
| Participant deferral / active EE | $3,251 | $3,175+2.4% | $5,081-36.0% | $3,470-6.3% |
| Admin fee / account holder | $4,278 | $5,596-23.6% | $13,411-68.1% | $4,888-12.5% |