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 | $13,490 | $76,000-82.3% | $154,107-91.2% | $64,186-79.0% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -4.35% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,883 | $3,351-43.8% | $5,298-64.4% | $2,381-20.9% |
| Participant deferral / active EE | $1,680 | $3,175-47.1% | $5,081-66.9% | $3,470-51.6% |
| Admin fee / account holder | $868 | $5,596-84.5% | $13,411-93.5% | $4,888-82.3% |