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 | $47,772 | $82,664-42.2% | $125,339-61.9% | $68,494-30.3% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,845 | $3,381+13.7% | $4,814-20.1% | $2,596+48.1% |
| Participant deferral / active EE | $6,861 | $6,110+12.3% | $7,446-7.9% | $4,027+70.4% |
| Admin fee / account holder | $850 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |