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 | $33,970 | $49,177-30.9% | $79,464-57.3% | $64,186-47.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.12% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,203 | $2,076-42.1% | $2,800-57.1% | $2,381-49.5% |
| Participant deferral / active EE | $1,964 | $2,821-30.4% | $3,704-47.0% | $3,470-43.4% |
| Admin fee / account holder | $3,051 | $3,839-20.5% | $5,113-40.3% | $4,888-37.6% |