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 | $63,089 | $90,600-30.4% | $79,464-20.6% | $135,375-53.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -3.67% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $451 | $3,068-85.3% | $2,800-83.9% | $4,779-90.6% |
| Participant deferral / active EE | $1,083 | $4,050-73.3% | $3,704-70.8% | $5,609-80.7% |
| Admin fee / account holder | $1,140 | $5,907-80.7% | $5,113-77.7% | $10,827-89.5% |