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 | $37,396 | $152,509-75.5% | $117,472-68.2% | $134,475-72.2% |
| Participation rate | 88.2% | 77.1%+11.2pp | 70.6%+17.6pp | 81.2%+7.0pp |
| Annual return | -10.37% | 52.99%-63.4pp | 29.74%-40.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,977 | $5,571-46.6% | $4,176-28.7% | $4,740-37.2% |
| Participant deferral / active EE | $3,519 | $4,818-27.0% | $4,070-13.5% | $6,400-45.0% |
| Admin fee / account holder | $6,812 | $7,004-2.7% | $5,645+20.7% | $11,426-40.4% |