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 6-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 | $24,818 | $84,402-70.6% | $61,373-59.6% | $134,475-81.5% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -18.71% | 584.55%-603.3pp | 338.61%-357.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,244 | $1,544-19.5% | $1,159+7.3% | $4,740-73.8% |
| Participant deferral / active EE | $2,348 | $2,819-16.7% | $2,125+10.5% | $6,400-63.3% |
| Admin fee / account holder | $1,228 | $2,585-52.5% | $2,130-42.3% | $11,426-89.3% |