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 | $47,236 | $82,664-42.9% | $125,339-62.3% | $68,494-31.0% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,919 | $3,381+45.5% | $4,814+2.2% | $2,596+89.5% |
| Participant deferral / active EE | $11,947 | $6,110+95.5% | $7,446+60.4% | $4,027+196.7% |
| Admin fee / account holder | $10,933 | $6,275+74.2% | $10,010+9.2% | $5,403+102.4% |