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 | $62,660 | $97,757-35.9% | $83,848-25.3% | $135,375-53.7% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -2.60% | 1287.37%-1290.0pp | 850.88%-853.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,172 | $4,222-48.6% | $3,631-40.2% | $4,779-54.6% |
| Participant deferral / active EE | $3,918 | $4,682-16.3% | $4,082-4.0% | $5,609-30.1% |
| Admin fee / account holder | $7,830 | $6,674+17.3% | $5,478+42.9% | $10,827-27.7% |