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 | $50,357 | $95,971-47.5% | $74,550-32.5% | $135,375-62.8% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -1.37% | 56.96%-58.3pp | 32.53%-33.9pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,331 | $2,716-51.0% | $1,961-32.1% | $4,779-72.1% |
| Participant deferral / active EE | $2,315 | $3,843-39.8% | $3,108-25.5% | $5,609-58.7% |
| Admin fee / account holder | $2,506 | $6,522-61.6% | $5,060-50.5% | $10,827-76.9% |