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 | $44,249 | $133,958-67.0% | $112,228-60.6% | $134,475-67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.02% | 47.11%-57.1pp | 27.45%-37.5pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,841 | $4,038-54.4% | $3,635-49.4% | $4,740-61.2% |
| Participant deferral / active EE | $10,547 | $5,291+99.3% | $4,728+123.1% | $6,400+64.8% |
| Admin fee / account holder | $1,986 | $7,489-73.5% | $6,410-69.0% | $11,426-82.6% |