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 | $56,485 | $90,600-37.7% | $79,464-28.9% | $135,375-58.3% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -6.51% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,317 | $3,068-57.1% | $2,800-53.0% | $4,779-72.4% |
| Participant deferral / active EE | $2,560 | $4,050-36.8% | $3,704-30.9% | $5,609-54.4% |
| Admin fee / account holder | $4,718 | $5,907-20.1% | $5,113-7.7% | $10,827-56.4% |