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 6-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 | $49,739 | $92,703-46.3% | $82,719-39.9% | $134,475-63.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -1.61% | 944.92%-946.5pp | 701.18%-702.8pp | 417.96%-419.6pp |
| Employer contribution / active EE | $7,524 | $3,274+129.8% | $3,009+150.1% | $4,740+58.8% |
| Participant deferral / active EE | $7,990 | $4,802+66.4% | $4,395+81.8% | $6,400+24.9% |
| Admin fee / account holder | $4,143 | $5,983-30.7% | $5,329-22.2% | $11,426-63.7% |