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 | $55,434 | $95,971-42.2% | $74,550-25.6% | $135,375-59.1% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -8.03% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $606 | $2,716-77.7% | $1,961-69.1% | $4,779-87.3% |
| Participant deferral / active EE | $1,254 | $3,843-67.4% | $3,108-59.6% | $5,609-77.6% |
| Admin fee / account holder | $471 | $6,522-92.8% | $5,060-90.7% | $10,827-95.6% |