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 9-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 | $58,206 | $160,055-63.6% | $140,016-58.4% | $135,375-57.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.38% | 911.38%-913.8pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,490 | $6,420-45.6% | $5,606-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $8,946 | $7,642+17.1% | $6,927+29.1% | $5,609+59.5% |
| Admin fee / account holder | $457 | $13,328-96.6% | $10,705-95.7% | $10,827-95.8% |