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 | $51,173 | $97,757-47.7% | $83,848-39.0% | $135,375-62.2% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -6.03% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,695 | $4,222-59.8% | $3,631-53.3% | $4,779-64.5% |
| Participant deferral / active EE | $6,467 | $4,682+38.1% | $4,082+58.4% | $5,609+15.3% |
| Admin fee / account holder | $2,071 | $6,674-69.0% | $5,478-62.2% | $10,827-80.9% |