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 | $23,238 | $138,044-83.2% | $125,339-81.5% | $134,475-82.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,227 | $5,243-38.5% | $4,814-33.0% | $4,740-31.9% |
| Participant deferral / active EE | $13,016 | $7,799+66.9% | $7,446+74.8% | $6,400+103.4% |
| Admin fee / account holder | $64,372 | $11,571+456.3% | $10,010+543.1% | $11,426+463.4% |