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 | $49,991 | $100,754-50.4% | $86,677-42.3% | $134,475-62.8% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -20.19% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $7,243 | $3,489+107.6% | $2,836+155.3% | $4,740+52.8% |
| Participant deferral / active EE | $4,338 | $5,338-18.7% | $4,656-6.8% | $6,400-32.2% |
| Admin fee / account holder | $2,465 | $10,926-77.4% | $7,493-67.1% | $11,426-78.4% |