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 | $58,097 | $167,307-65.3% | $143,757-59.6% | $134,475-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.56% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,191 | $5,619-78.8% | $4,951-75.9% | $4,740-74.9% |
| Participant deferral / active EE | $5,257 | $6,446-18.4% | $5,637-6.7% | $6,400-17.9% |
| Admin fee / account holder | $1,128 | $18,088-93.8% | $14,673-92.3% | $11,426-90.1% |