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 | $26,133 | $82,664-68.4% | $125,339-79.2% | $68,494-61.8% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,091 | $3,381-38.2% | $4,814-56.6% | $2,596-19.5% |
| Participant deferral / active EE | $15,310 | $6,110+150.6% | $7,446+105.6% | $4,027+280.2% |
| Admin fee / account holder | $5,874 | $6,275-6.4% | $10,010-41.3% | $5,403+8.7% |