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 | $32,714 | $168,632-80.6% | $147,614-77.8% | $125,391-73.9% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,492 | $6,252-76.1% | $5,564-73.2% | $4,866-69.3% |
| Participant deferral / active EE | $1,815 | $5,507-67.0% | $4,895-62.9% | $5,352-66.1% |
| Admin fee / account holder | $395 | $13,580-97.1% | $11,611-96.6% | $9,540-95.9% |