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 | $14,938 | $152,509-90.2% | $117,472-87.3% | $134,475-88.9% |
| Participation rate | 86.4% | 77.1%+9.3pp | 70.6%+15.8pp | 81.2%+5.1pp |
| Annual return | -12.59% | 52.99%-65.6pp | 29.74%-42.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,996 | $5,571-64.2% | $4,176-52.2% | $4,740-57.9% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $328 | $7,004-95.3% | $5,645-94.2% | $11,426-97.1% |