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 | $54,833 | $152,509-64.0% | $117,472-53.3% | $134,475-59.2% |
| Participation rate | 73.7% | 77.1%-3.4pp | 70.6%+3.1pp | 81.2%-7.5pp |
| Annual return | -16.00% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,714 | $5,571-69.2% | $4,176-59.0% | $4,740-63.8% |
| Participant deferral / active EE | $2,167 | $4,818-55.0% | $4,070-46.8% | $6,400-66.1% |
| Admin fee / account holder | $6,615 | $7,004-5.6% | $5,645+17.2% | $11,426-42.1% |