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 | $17,884 | $45,863-61.0% | $77,024-76.8% | $68,494-73.9% |
| Participation rate | 74.5% | 55.9%+18.6pp | 67.9%+6.6pp | 67.9%+6.7pp |
| Annual return | -18.54% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $930 | $1,650-43.6% | $2,812-66.9% | $2,596-64.2% |
| Participant deferral / active EE | $3,363 | $2,962+13.5% | $4,426-24.0% | $4,027-16.5% |
| Admin fee / account holder | $6,894 | $3,041+126.7% | $5,425+27.1% | $5,403+27.6% |