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 | $37,595 | $46,674-19.5% | $117,472-68.0% | $68,494-45.1% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -14.63% | -14.52%-0.1pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,630 | $1,505+8.3% | $4,176-61.0% | $2,596-37.2% |
| Participant deferral / active EE | $4,910 | $2,636+86.3% | $4,070+20.6% | $4,027+21.9% |
| Admin fee / account holder | $9,610 | $4,020+139.1% | $5,645+70.2% | $5,403+77.9% |