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 | $34,449 | $92,703-62.8% | $82,719-58.4% | $134,475-74.4% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -17.06% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,972 | $3,274-39.8% | $3,009-34.5% | $4,740-58.4% |
| Participant deferral / active EE | $3,217 | $4,802-33.0% | $4,395-26.8% | $6,400-49.7% |
| Admin fee / account holder | $3,981 | $5,983-33.5% | $5,329-25.3% | $11,426-65.2% |