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 | $61,478 | $88,594-30.6% | $70,092-12.3% | $134,475-54.3% |
| Participation rate | 76.5% | 74.9%+1.5pp | 70.5%+6.0pp | 81.2%-4.8pp |
| Annual return | -19.38% | 442.67%-462.0pp | 190.73%-210.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,186 | $3,233+29.5% | $2,559+63.6% | $4,740-11.7% |
| Participant deferral / active EE | $5,036 | $4,772+5.5% | $3,849+30.8% | $6,400-21.3% |
| Admin fee / account holder | $53,682 | $10,441+414.2% | $6,267+756.6% | $11,426+369.8% |