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 | $30,993 | $138,044-77.5% | $125,339-75.3% | $134,475-77.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.28% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,736 | $5,243-47.8% | $4,814-43.2% | $4,740-42.3% |
| Participant deferral / active EE | $7,404 | $7,799-5.1% | $7,446-0.6% | $6,400+15.7% |
| Admin fee / account holder | $2,013 | $11,571-82.6% | $10,010-79.9% | $11,426-82.4% |