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 | $35,880 | $82,664-56.6% | $125,339-71.4% | $68,494-47.6% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,486 | $3,381-26.5% | $4,814-48.4% | $2,596-4.3% |
| Participant deferral / active EE | $6,723 | $6,110+10.0% | $7,446-9.7% | $4,027+66.9% |
| Admin fee / account holder | $2,266 | $6,275-63.9% | $10,010-77.4% | $5,403-58.1% |