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 | $46,543 | $90,600-48.6% | $79,464-41.4% | $135,375-65.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -3.84% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,369 | $3,068+9.8% | $2,800+20.3% | $4,779-29.5% |
| Participant deferral / active EE | $7,946 | $4,050+96.2% | $3,704+114.5% | $5,609+41.7% |
| Admin fee / account holder | $697 | $5,907-88.2% | $5,113-86.4% | $10,827-93.6% |