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 | $49,993 | $90,600-44.8% | $79,464-37.1% | $135,375-63.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -6.70% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,152 | $3,068-29.8% | $2,800-23.1% | $4,779-55.0% |
| Participant deferral / active EE | $1,406 | $4,050-65.3% | $3,704-62.0% | $5,609-74.9% |
| Admin fee / account holder | $2,756 | $5,907-53.3% | $5,113-46.1% | $10,827-74.5% |