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 | $25,457 | $49,177-48.2% | $79,464-68.0% | $64,186-60.3% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.6%+25.2pp |
| Annual return | -4.98% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,053 | $2,076-49.3% | $2,800-62.4% | $2,381-55.8% |
| Participant deferral / active EE | $2,908 | $2,821+3.1% | $3,704-21.5% | $3,470-16.2% |
| Admin fee / account holder | $4,637 | $3,839+20.8% | $5,113-9.3% | $4,888-5.1% |