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 | $38,665 | $54,350-28.9% | $82,719-53.3% | $68,494-43.6% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -16.17% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,495 | $2,218+57.6% | $3,009+16.2% | $2,596+34.6% |
| Participant deferral / active EE | $2,005 | $3,246-38.2% | $4,395-54.4% | $4,027-50.2% |
| Admin fee / account holder | $1,160 | $4,395-73.6% | $5,329-78.2% | $5,403-78.5% |