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 | $36,184 | $51,197-29.3% | $82,719-56.3% | $66,914-45.9% |
| Participation rate | 80.0% | 67.8%+12.2pp | 72.6%+7.4pp | 69.8%+10.2pp |
| Annual return | -14.19% | -9.64%-4.6pp | 701.18%-715.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,536 | $2,611+35.4% | $3,009+17.5% | $2,544+39.0% |
| Participant deferral / active EE | $2,493 | $3,458-27.9% | $4,395-43.3% | $4,237-41.2% |
| Admin fee / account holder | $3,962 | $416+853.6% | $5,329-25.6% | $593+567.9% |