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 | $68,885 | $142,344-51.6% | $119,609-42.4% | $134,475-48.8% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -18.17% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,768 | $5,222-47.0% | $4,232-34.6% | $4,740-41.6% |
| Participant deferral / active EE | $4,856 | $6,469-24.9% | $5,602-13.3% | $6,400-24.1% |
| Admin fee / account holder | $6,982 | $13,584-48.6% | $10,323-32.4% | $11,426-38.9% |