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 | $92,543 | $142,344-35.0% | $119,609-22.6% | $134,475-31.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.17% | -12.44%+7.3pp | -14.97%+9.8pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,647 | $5,222-68.5% | $4,232-61.1% | $4,740-65.3% |
| Participant deferral / active EE | $2,303 | $6,469-64.4% | $5,602-58.9% | $6,400-64.0% |
| Admin fee / account holder | $8,219 | $13,584-39.5% | $10,323-20.4% | $11,426-28.1% |