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 | $82,191 | $88,594-7.2% | $70,092+17.3% | $134,475-38.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -16.86% | 442.67%-459.5pp | 190.73%-207.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,229 | $3,233-62.0% | $2,559-52.0% | $4,740-74.1% |
| Participant deferral / active EE | $4,918 | $4,772+3.0% | $3,849+27.8% | $6,400-23.2% |
| Admin fee / account holder | $1,991 | $10,441-80.9% | $6,267-68.2% | $11,426-82.6% |