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 9-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 | $23,804 | $133,958-82.2% | $112,228-78.8% | $134,475-82.3% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -18.51% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,034 | $4,038-49.6% | $3,635-44.0% | $4,740-57.1% |
| Participant deferral / active EE | $2,932 | $5,291-44.6% | $4,728-38.0% | $6,400-54.2% |
| Admin fee / account holder | $2,518 | $7,489-66.4% | $6,410-60.7% | $11,426-78.0% |