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 | $46,166 | $78,694-41.3% | $67,652-31.8% | $125,391-63.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.26% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,208 | $3,044-60.3% | $2,266-46.7% | $4,866-75.2% |
| Participant deferral / active EE | $2,399 | $4,292-44.1% | $3,560-32.6% | $5,352-55.2% |
| Admin fee / account holder | $377 | $7,403-94.9% | $4,821-92.2% | $9,540-96.0% |