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 | $29,114 | $72,404-59.8% | $110,238-73.6% | $64,186-54.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | -5.87% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $819 | $2,282-64.1% | $3,826-78.6% | $2,381-65.6% |
| Participant deferral / active EE | $3,718 | $3,469+7.2% | $4,672-20.4% | $3,470+7.2% |
| Admin fee / account holder | $4,641 | $5,664-18.1% | $8,547-45.7% | $4,888-5.1% |