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 7-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 | $5,266 | $27,641-80.9% | $61,373-91.4% | $68,494-92.3% |
| Participation rate | 76.1% | 39.5%+36.6pp | 52.6%+23.6pp | 67.9%+8.2pp |
| Annual return | -19.26% | -13.24%-6.0pp | 338.61%-357.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $376 | $695-46.0% | $1,159-67.6% | $2,596-85.5% |
| Participant deferral / active EE | $775 | $1,263-38.6% | $2,125-63.5% | $4,027-80.7% |
| Admin fee / account holder | $743 | $2,010-63.0% | $2,130-65.1% | $5,403-86.2% |