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 | $25,730 | $54,350-52.7% | $82,719-68.9% | $68,494-62.4% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -15.63% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,681 | $2,218+20.9% | $3,009-10.9% | $2,596+3.3% |
| Participant deferral / active EE | $4,414 | $3,246+36.0% | $4,395+0.4% | $4,027+9.6% |
| Admin fee / account holder | $5,890 | $4,395+34.0% | $5,329+10.5% | $5,403+9.0% |