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 | $59,924 | $97,757-38.7% | $83,848-28.5% | $135,375-55.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -1.72% | 1287.37%-1289.1pp | 850.88%-852.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,822 | $4,222-33.2% | $3,631-22.3% | $4,779-40.9% |
| Participant deferral / active EE | $3,303 | $4,682-29.5% | $4,082-19.1% | $5,609-41.1% |
| Admin fee / account holder | $741 | $6,674-88.9% | $5,478-86.5% | $10,827-93.2% |