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 | $15,591 | $32,117-51.5% | $71,086-78.1% | $64,186-75.7% |
| Participation rate | 98.5% | 42.7%+55.8pp | 54.7%+43.8pp | 69.6%+28.9pp |
| Annual return | -5.66% | -5.57%-0.1pp | 650.59%-656.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,237 | $712+73.6% | $1,088+13.7% | $2,381-48.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $816 | $2,759-70.4% | $3,082-73.5% | $4,888-83.3% |