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 5-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 | $38,832 | $88,594-56.2% | $70,092-44.6% | $134,475-71.1% |
| Participation rate | 84.6% | 74.9%+9.7pp | 70.5%+14.1pp | 81.2%+3.4pp |
| Annual return | -15.27% | 442.67%-457.9pp | 190.73%-206.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,423 | $3,233-25.0% | $2,559-5.3% | $4,740-48.9% |
| Participant deferral / active EE | $3,274 | $4,772-31.4% | $3,849-14.9% | $6,400-48.8% |
| Admin fee / account holder | $1,634 | $10,441-84.4% | $6,267-73.9% | $11,426-85.7% |