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 | $49,333 | $133,958-63.2% | $112,228-56.0% | $134,475-63.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.18% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,774 | $4,038-31.3% | $3,635-23.7% | $4,740-41.5% |
| Participant deferral / active EE | $4,650 | $5,291-12.1% | $4,728-1.6% | $6,400-27.3% |
| Admin fee / account holder | $17,964 | $7,489+139.9% | $6,410+180.2% | $11,426+57.2% |