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 | $23,899 | $84,402-71.7% | $61,373-61.1% | $134,475-82.2% |
| Participation rate | 78.9% | 62.2%+16.7pp | 52.6%+26.4pp | 81.2%-2.3pp |
| Annual return | -18.27% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $869 | $1,544-43.7% | $1,159-25.0% | $4,740-81.7% |
| Participant deferral / active EE | $2,325 | $2,819-17.5% | $2,125+9.4% | $6,400-63.7% |
| Admin fee / account holder | $429 | $2,585-83.4% | $2,130-79.8% | $11,426-96.2% |