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 | $60,159 | $138,044-56.4% | $125,339-52.0% | $134,475-55.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.67% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,432 | $5,243-53.6% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $6,179 | $7,799-20.8% | $7,446-17.0% | $6,400-3.5% |
| Admin fee / account holder | $1,014 | $11,571-91.2% | $10,010-89.9% | $11,426-91.1% |