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 | $68,554 | $138,044-50.3% | $125,339-45.3% | $134,475-49.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.56% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,165 | $5,243-39.6% | $4,814-34.2% | $4,740-33.2% |
| Participant deferral / active EE | $8,403 | $7,799+7.7% | $7,446+12.8% | $6,400+31.3% |
| Admin fee / account holder | $6,289 | $11,571-45.6% | $10,010-37.2% | $11,426-45.0% |