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 | $24,910 | $56,199-55.7% | $67,652-63.2% | $59,632-58.2% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | -1.15% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,251 | $1,614-22.5% | $2,266-44.8% | $2,203-43.2% |
| Participant deferral / active EE | $2,011 | $2,844-29.3% | $3,560-43.5% | $3,192-37.0% |
| Admin fee / account holder | $350 | $3,958-91.1% | $4,821-92.7% | $4,297-91.8% |