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 | $39,328 | $92,703-57.6% | $82,719-52.5% | $134,475-70.8% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -15.82% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,827 | $3,274+16.9% | $3,009+27.2% | $4,740-19.3% |
| Participant deferral / active EE | $7,147 | $4,802+48.8% | $4,395+62.6% | $6,400+11.7% |
| Admin fee / account holder | $13,541 | $5,983+126.3% | $5,329+154.1% | $11,426+18.5% |