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 | $42,028 | $82,664-49.2% | $125,339-66.5% | $68,494-38.6% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -5.42% | -5.97%+0.5pp | 572.05%-577.5pp | -7.84%+2.4pp |
| Employer contribution / active EE | $8,037 | $3,381+137.7% | $4,814+67.0% | $2,596+209.5% |
| Participant deferral / active EE | $11,891 | $6,110+94.6% | $7,446+59.7% | $4,027+195.3% |
| Admin fee / account holder | $935 | $6,275-85.1% | $10,010-90.7% | $5,403-82.7% |