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 6-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 | $45,201 | $138,044-67.3% | $125,339-63.9% | $134,475-66.4% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $984 | $5,243-81.2% | $4,814-79.6% | $4,740-79.2% |
| Participant deferral / active EE | $20,774 | $7,799+166.4% | $7,446+179.0% | $6,400+224.6% |
| Admin fee / account holder | $446 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |