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 | $47,416 | $54,350-12.8% | $82,719-42.7% | $68,494-30.8% |
| Participation rate | 79.6% | 63.9%+15.7pp | 72.6%+7.1pp | 67.9%+11.7pp |
| Annual return | -12.55% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,513 | $2,218-31.8% | $3,009-49.7% | $2,596-41.7% |
| Participant deferral / active EE | $2,998 | $3,246-7.6% | $4,395-31.8% | $4,027-25.6% |
| Admin fee / account holder | $18,114 | $4,395+312.1% | $5,329+239.9% | $5,403+235.3% |