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 | $50,876 | $54,350-6.4% | $82,719-38.5% | $68,494-25.7% |
| Participation rate | 88.2% | 63.9%+24.3pp | 72.6%+15.7pp | 67.9%+20.3pp |
| Annual return | -17.18% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,228 | $2,218+0.4% | $3,009-26.0% | $2,596-14.2% |
| Participant deferral / active EE | $2,384 | $3,246-26.5% | $4,395-45.7% | $4,027-40.8% |
| Admin fee / account holder | $4,157 | $4,395-5.4% | $5,329-22.0% | $5,403-23.1% |