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 | $21,376 | $45,152-52.7% | $73,843-71.1% | $59,632-64.2% |
| Participation rate | 90.5% | 64.0%+26.5pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | -0.45% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,270 | $1,902-33.2% | $2,787-54.4% | $2,203-42.3% |
| Participant deferral / active EE | $1,848 | $2,574-28.2% | $3,583-48.4% | $3,192-42.1% |
| Admin fee / account holder | $4,591 | $3,516+30.6% | $4,880-5.9% | $4,297+6.8% |