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 | $38,324 | $71,883-46.7% | $86,677-55.8% | $68,494-44.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.14% | 3.52%-20.7pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,523 | $2,173-29.9% | $2,836-46.3% | $2,596-41.4% |
| Participant deferral / active EE | $3,304 | $3,779-12.6% | $4,656-29.0% | $4,027-18.0% |
| Admin fee / account holder | $1,547 | $6,112-74.7% | $7,493-79.4% | $5,403-71.4% |