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 | $47,105 | $142,344-66.9% | $119,609-60.6% | $134,475-65.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,746 | $5,222-47.4% | $4,232-35.1% | $4,740-42.1% |
| Participant deferral / active EE | $3,976 | $6,469-38.5% | $5,602-29.0% | $6,400-37.9% |
| Admin fee / account holder | $2,049 | $13,584-84.9% | $10,323-80.2% | $11,426-82.1% |