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 | $54,782 | $82,286-33.4% | $68,791-20.4% | $134,475-59.3% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -19.24% | -2.19%-17.0pp | -6.38%-12.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,204 | $3,301-33.2% | $2,655-17.0% | $4,740-53.5% |
| Participant deferral / active EE | $2,848 | $4,739-39.9% | $3,941-27.7% | $6,400-55.5% |
| Admin fee / account holder | $469 | $6,481-92.8% | $4,932-90.5% | $11,426-95.9% |