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 7-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 | $38,761 | $54,350-28.7% | $82,719-53.1% | $68,494-43.4% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -15.52% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $888 | $2,218-60.0% | $3,009-70.5% | $2,596-65.8% |
| Participant deferral / active EE | $2,526 | $3,246-22.2% | $4,395-42.5% | $4,027-37.3% |
| Admin fee / account holder | $468 | $4,395-89.4% | $5,329-91.2% | $5,403-91.3% |