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 | $53,325 | $58,320-8.6% | $86,436-38.3% | $66,914-20.3% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -13.01% | -9.71%-3.3pp | 4394.89%-4407.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,130 | $2,615+19.7% | $3,769-16.9% | $2,544+23.0% |
| Participant deferral / active EE | $8,635 | $6,899+25.2% | $6,952+24.2% | $4,237+103.8% |
| Admin fee / account holder | $7,676 | $546+1306.3% | $6,731+14.0% | $593+1193.9% |