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 | $23,019 | $95,971-76.0% | $74,550-69.1% | $135,375-83.0% |
| Participation rate | 70.6% | 75.7%-5.1pp | 69.1%+1.4pp | 82.6%-12.1pp |
| Annual return | -6.47% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,501 | $2,716-44.7% | $1,961-23.5% | $4,779-68.6% |
| Participant deferral / active EE | $2,879 | $3,843-25.1% | $3,108-7.4% | $5,609-48.7% |
| Admin fee / account holder | $1,310 | $6,522-79.9% | $5,060-74.1% | $10,827-87.9% |