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 | $63,743 | $97,757-34.8% | $83,848-24.0% | $135,375-52.9% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.26% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,233 | $4,222-70.8% | $3,631-66.1% | $4,779-74.2% |
| Participant deferral / active EE | $2,038 | $4,682-56.5% | $4,082-50.1% | $5,609-63.7% |
| Admin fee / account holder | $1,373 | $6,674-79.4% | $5,478-74.9% | $10,827-87.3% |