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 | $55,830 | $133,958-58.3% | $112,228-50.3% | $134,475-58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.09% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,647 | $4,038-59.2% | $3,635-54.7% | $4,740-65.2% |
| Participant deferral / active EE | $2,303 | $5,291-56.5% | $4,728-51.3% | $6,400-64.0% |
| Admin fee / account holder | $2,143 | $7,489-71.4% | $6,410-66.6% | $11,426-81.2% |