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 | $36,134 | $27,641+30.7% | $61,373-41.1% | $68,494-47.2% |
| Participation rate | 76.3% | 39.5%+36.8pp | 52.6%+23.7pp | 67.9%+8.4pp |
| Annual return | -17.32% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,171 | $695+68.4% | $1,159+1.0% | $2,596-54.9% |
| Participant deferral / active EE | $1,792 | $1,263+41.9% | $2,125-15.7% | $4,027-55.5% |
| Admin fee / account holder | $1,856 | $2,010-7.7% | $2,130-12.8% | $5,403-65.6% |