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 | $49,545 | $138,065-64.1% | $123,544-59.9% | $135,375-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.08% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,074 | $5,151-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $6,349 | $6,799-6.6% | $6,426-1.2% | $5,609+13.2% |
| Admin fee / account holder | $6,434 | $10,916-41.1% | $9,284-30.7% | $10,827-40.6% |