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 8-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 | $17,114 | $92,703-81.5% | $82,719-79.3% | $134,475-87.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,286 | $3,274-60.7% | $3,009-57.3% | $4,740-72.9% |
| Participant deferral / active EE | $1,783 | $4,802-62.9% | $4,395-59.4% | $6,400-72.1% |
| Admin fee / account holder | $1,628 | $5,983-72.8% | $5,329-69.5% | $11,426-85.8% |