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 8-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 | $12,386 | $54,350-77.2% | $82,719-85.0% | $68,494-81.9% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.6pp | 67.9%+30.3pp |
| Annual return | -12.17% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,883 | $2,218+30.0% | $3,009-4.2% | $2,596+11.0% |
| Participant deferral / active EE | $5,024 | $3,246+54.8% | $4,395+14.3% | $4,027+24.8% |
| Admin fee / account holder | $968 | $4,395-78.0% | $5,329-81.8% | $5,403-82.1% |