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 | $66,668 | $54,350+22.7% | $82,719-19.4% | $68,494-2.7% |
| Participation rate | 79.4% | 63.9%+15.5pp | 72.6%+6.9pp | 67.9%+11.5pp |
| Annual return | -11.84% | -13.67%+1.8pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,946 | $2,218-12.3% | $3,009-35.3% | $2,596-25.0% |
| Participant deferral / active EE | $3,072 | $3,246-5.4% | $4,395-30.1% | $4,027-23.7% |
| Admin fee / account holder | $4,001 | $4,395-9.0% | $5,329-24.9% | $5,403-26.0% |