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 | $8,831 | $67,331-86.9% | $60,874-85.5% | $134,475-93.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -18.74% | 49.93%-68.7pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,739 | $3,096-43.8% | $2,701-35.6% | $4,740-63.3% |
| Participant deferral / active EE | $1,857 | $4,538-59.1% | $3,817-51.3% | $6,400-71.0% |
| Admin fee / account holder | $869 | $4,582-81.0% | $3,224-73.1% | $11,426-92.4% |