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 | $64,596 | $95,971-32.7% | $74,550-13.4% | $135,375-52.3% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -5.16% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,171 | $2,716-20.1% | $1,961+10.7% | $4,779-54.6% |
| Participant deferral / active EE | $6,978 | $3,843+81.5% | $3,108+124.5% | $5,609+24.4% |
| Admin fee / account holder | $2,105 | $6,522-67.7% | $5,060-58.4% | $10,827-80.6% |