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 | $22,633 | $138,044-83.6% | $125,339-81.9% | $134,475-83.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.38% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,425 | $5,243-53.8% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $5,338 | $7,799-31.6% | $7,446-28.3% | $6,400-16.6% |
| Admin fee / account holder | $1,592 | $11,571-86.2% | $10,010-84.1% | $11,426-86.1% |