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 | $34,970 | $152,509-77.1% | $117,472-70.2% | $134,475-74.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.24% | 52.99%-69.2pp | 29.74%-46.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $874 | $5,571-84.3% | $4,176-79.1% | $4,740-81.6% |
| Participant deferral / active EE | $5,487 | $4,818+13.9% | $4,070+34.8% | $6,400-14.3% |
| Admin fee / account holder | $3,709 | $7,004-47.0% | $5,645-34.3% | $11,426-67.5% |