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 | $57,760 | $82,664-30.1% | $125,339-53.9% | $68,494-15.7% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,259 | $3,381-33.2% | $4,814-53.1% | $2,596-13.0% |
| Participant deferral / active EE | $4,934 | $6,110-19.3% | $7,446-33.7% | $4,027+22.5% |
| Admin fee / account holder | $1,323 | $6,275-78.9% | $10,010-86.8% | $5,403-75.5% |