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 9-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 | $14,377 | $54,350-73.5% | $82,719-82.6% | $68,494-79.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -18.63% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,131 | $2,218-3.9% | $3,009-29.2% | $2,596-17.9% |
| Participant deferral / active EE | $1,509 | $3,246-53.5% | $4,395-65.7% | $4,027-62.5% |
| Admin fee / account holder | $3,923 | $4,395-10.7% | $5,329-26.4% | $5,403-27.4% |