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 | $57,042 | $138,044-58.7% | $125,339-54.5% | $134,475-57.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.00% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,780 | $5,243-66.0% | $4,814-63.0% | $4,740-62.4% |
| Participant deferral / active EE | $6,037 | $7,799-22.6% | $7,446-18.9% | $6,400-5.7% |
| Admin fee / account holder | $2,781 | $11,571-76.0% | $10,010-72.2% | $11,426-75.7% |