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 | $62,715 | $90,590-30.8% | $90,782-30.9% | $135,375-53.7% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | -5.67% | -3.40%-2.3pp | -3.42%-2.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,695 | $4,352-15.1% | $4,105-10.0% | $4,779-22.7% |
| Participant deferral / active EE | $9,337 | $5,407+72.7% | $5,366+74.0% | $5,609+66.5% |
| Admin fee / account holder | $2,814 | $7,683-63.4% | $5,908-52.4% | $10,827-74.0% |