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 | $41,985 | $97,757-57.1% | $83,848-49.9% | $135,375-69.0% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -4.30% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,235 | $4,222-23.4% | $3,631-10.9% | $4,779-32.3% |
| Participant deferral / active EE | $8,973 | $4,682+91.6% | $4,082+119.8% | $5,609+60.0% |
| Admin fee / account holder | $44,202 | $6,674+562.3% | $5,478+706.9% | $10,827+308.3% |