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 | $55,051 | $92,703-40.6% | $82,719-33.4% | $134,475-59.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -14.81% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,550 | $3,274-52.6% | $3,009-48.5% | $4,740-67.3% |
| Participant deferral / active EE | $4,401 | $4,802-8.3% | $4,395+0.1% | $6,400-31.2% |
| Admin fee / account holder | $301 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |