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 | $28,175 | $54,350-48.2% | $82,719-65.9% | $68,494-58.9% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $477 | $2,218-78.5% | $3,009-84.2% | $2,596-81.6% |
| Participant deferral / active EE | $5,044 | $3,246+55.4% | $4,395+14.8% | $4,027+25.2% |
| Admin fee / account holder | $383 | $4,395-91.3% | $5,329-92.8% | $5,403-92.9% |