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 | $11,649 | $90,600-87.1% | $79,464-85.3% | $135,375-91.4% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,484 | $3,068-19.0% | $2,800-11.3% | $4,779-48.0% |
| Participant deferral / active EE | $2,828 | $4,050-30.2% | $3,704-23.6% | $5,609-49.6% |
| Admin fee / account holder | $2,422 | $5,907-59.0% | $5,113-52.6% | $10,827-77.6% |