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 | $56,784 | $97,757-41.9% | $83,848-32.3% | $135,375-58.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.29% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,801 | $4,222-57.3% | $3,631-50.4% | $4,779-62.3% |
| Participant deferral / active EE | $5,291 | $4,682+13.0% | $4,082+29.6% | $5,609-5.7% |
| Admin fee / account holder | $15,057 | $6,674+125.6% | $5,478+174.8% | $10,827+39.1% |