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 | $41,574 | $45,152-7.9% | $73,843-43.7% | $59,632-30.3% |
| Participation rate | 77.6% | 64.0%+13.6pp | 73.4%+4.2pp | 68.7%+9.0pp |
| Annual return | -2.13% | 27.40%-29.5pp | 2267.84%-2270.0pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,698 | $1,902-10.7% | $2,787-39.1% | $2,203-22.9% |
| Participant deferral / active EE | $3,317 | $2,574+28.9% | $3,583-7.4% | $3,192+3.9% |
| Admin fee / account holder | $3,562 | $3,516+1.3% | $4,880-27.0% | $4,297-17.1% |