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 | $27,850 | $152,509-81.7% | $117,472-76.3% | $134,475-79.3% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -18.80% | 52.99%-71.8pp | 29.74%-48.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,396 | $5,571-74.9% | $4,176-66.6% | $4,740-70.5% |
| Participant deferral / active EE | $848 | $4,818-82.4% | $4,070-79.2% | $6,400-86.8% |
| Admin fee / account holder | $4,266 | $7,004-39.1% | $5,645-24.4% | $11,426-62.7% |