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 | $21,261 | $82,664-74.3% | $125,339-83.0% | $68,494-69.0% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,863 | $3,381-44.9% | $4,814-61.3% | $2,596-28.2% |
| Participant deferral / active EE | $7,189 | $6,110+17.7% | $7,446-3.5% | $4,027+78.5% |
| Admin fee / account holder | $2,641 | $6,275-57.9% | $10,010-73.6% | $5,403-51.1% |