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 | $52,956 | $73,867-28.3% | $143,757-63.2% | $68,494-22.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.81% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,458 | $3,184-22.8% | $4,951-50.3% | $2,596-5.3% |
| Participant deferral / active EE | $5,747 | $3,384+69.8% | $5,637+2.0% | $4,027+42.7% |
| Admin fee / account holder | $4,606 | $5,755-20.0% | $14,673-68.6% | $5,403-14.7% |