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 | $38,272 | $92,703-58.7% | $82,719-53.7% | $134,475-71.5% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.1pp | 81.2%-7.5pp |
| Annual return | -18.44% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,270 | $3,274-30.7% | $3,009-24.6% | $4,740-52.1% |
| Participant deferral / active EE | $4,688 | $4,802-2.4% | $4,395+6.7% | $6,400-26.7% |
| Admin fee / account holder | $4,884 | $5,983-18.4% | $5,329-8.3% | $11,426-57.3% |