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 | $79,994 | $110,094-27.3% | $151,611-47.2% | $68,494+16.8% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | -13.24% | -10.12%-3.1pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,667 | $4,471-40.4% | $6,166-56.8% | $2,596+2.7% |
| Participant deferral / active EE | $4,913 | $6,527-24.7% | $8,363-41.3% | $4,027+22.0% |
| Admin fee / account holder | $10,140 | $7,719+31.4% | $11,616-12.7% | $5,403+87.7% |