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 | $60,562 | $65,703-7.8% | $94,224-35.7% | $59,632+1.6% |
| Participation rate | 94.9% | 72.1%+22.8pp | 78.8%+16.1pp | 68.7%+26.2pp |
| Annual return | -0.99% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $518 | $2,021-74.4% | $3,587-85.6% | $2,203-76.5% |
| Participant deferral / active EE | $4,026 | $3,143+28.1% | $4,320-6.8% | $3,192+26.2% |
| Admin fee / account holder | $1,385 | $4,264-67.5% | $6,269-77.9% | $4,297-67.8% |