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 9-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 | $51,234 | $82,664-38.0% | $125,339-59.1% | $68,494-25.2% |
| Participation rate | 72.1% | 75.0%-2.9pp | 82.4%-10.2pp | 67.9%+4.2pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,559 | $3,381-24.3% | $4,814-46.8% | $2,596-1.5% |
| Participant deferral / active EE | $4,881 | $6,110-20.1% | $7,446-34.5% | $4,027+21.2% |
| Admin fee / account holder | $7,443 | $6,275+18.6% | $10,010-25.6% | $5,403+37.8% |