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 | $66,917 | $167,484-60.0% | $151,611-55.9% | $134,475-50.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.89% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,382 | $6,829-50.5% | $6,166-45.2% | $4,740-28.6% |
| Participant deferral / active EE | $7,318 | $8,986-18.6% | $8,363-12.5% | $6,400+14.3% |
| Admin fee / account holder | $6,801 | $13,783-50.7% | $11,616-41.5% | $11,426-40.5% |