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 | $32,989 | $127,386-74.1% | $115,037-71.3% | $125,391-73.7% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -1.77% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,184 | $5,166-77.1% | $4,608-74.3% | $4,866-75.7% |
| Participant deferral / active EE | $3,871 | $6,423-39.7% | $6,026-35.8% | $5,352-27.7% |
| Admin fee / account holder | $393 | $9,516-95.9% | $8,175-95.2% | $9,540-95.9% |