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 | $25,839 | $67,331-61.6% | $60,874-57.6% | $134,475-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.44% | 49.93%-66.4pp | 16.90%-33.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,415 | $3,096-54.3% | $2,701-47.6% | $4,740-70.1% |
| Participant deferral / active EE | $3,627 | $4,538-20.1% | $3,817-5.0% | $6,400-43.3% |
| Admin fee / account holder | $5,165 | $4,582+12.7% | $3,224+60.2% | $11,426-54.8% |