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 9-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 | $37,225 | $138,065-73.0% | $123,544-69.9% | $135,375-72.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.39% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,404 | $5,151-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $9,394 | $6,799+38.2% | $6,426+46.2% | $5,609+67.5% |
| Admin fee / account holder | $17,029 | $10,916+56.0% | $9,284+83.4% | $10,827+57.3% |