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 | $69,973 | $190,805-63.3% | $159,960-56.3% | $134,475-48.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -13.66% | 552.23%-565.9pp | 408.60%-422.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,476 | $4,995-70.5% | $4,226-65.1% | $4,740-68.9% |
| Participant deferral / active EE | $4,595 | $6,923-33.6% | $6,182-25.7% | $6,400-28.2% |
| Admin fee / account holder | $3,537 | $10,471-66.2% | $8,698-59.3% | $11,426-69.0% |