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 | $20,251 | $32,117-36.9% | $71,086-71.5% | $64,186-68.4% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -8.76% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,085 | $712+52.4% | $1,088-0.2% | $2,381-54.4% |
| Participant deferral / active EE | $2,883 | $1,263+128.3% | $1,874+53.8% | $3,470-16.9% |
| Admin fee / account holder | $369 | $2,759-86.6% | $3,082-88.0% | $4,888-92.5% |