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 | $44,168 | $92,703-52.4% | $82,719-46.6% | $134,475-67.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.01% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,357 | $3,274-58.5% | $3,009-54.9% | $4,740-71.4% |
| Participant deferral / active EE | $3,750 | $4,802-21.9% | $4,395-14.7% | $6,400-41.4% |
| Admin fee / account holder | $631 | $5,983-89.5% | $5,329-88.2% | $11,426-94.5% |