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 6-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 | $15,949 | $106,543-85.0% | $91,220-82.5% | $134,475-88.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.76% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,077 | $3,331-67.7% | $2,850-62.2% | $4,740-77.3% |
| Participant deferral / active EE | $3,386 | $4,719-28.2% | $4,234-20.0% | $6,400-47.1% |
| Admin fee / account holder | $2,210 | $6,231-64.5% | $5,420-59.2% | $11,426-80.7% |