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 | $73,726 | $180,449-59.1% | $154,107-52.2% | $135,375-45.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.63% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,269 | $6,035-62.4% | $5,298-57.2% | $4,779-52.5% |
| Participant deferral / active EE | $3,959 | $5,806-31.8% | $5,081-22.1% | $5,609-29.4% |
| Admin fee / account holder | $1,361 | $16,143-91.6% | $13,411-89.9% | $10,827-87.4% |