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 | $24,295 | $54,350-55.3% | $82,719-70.6% | $68,494-64.5% |
| Participation rate | 95.6% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.7pp |
| Annual return | -18.48% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,831 | $2,218-17.4% | $3,009-39.1% | $2,596-29.5% |
| Participant deferral / active EE | $1,133 | $3,246-65.1% | $4,395-74.2% | $4,027-71.9% |
| Admin fee / account holder | $409 | $4,395-90.7% | $5,329-92.3% | $5,403-92.4% |