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 | $61,652 | $63,953-3.6% | $54,726+12.7% | $135,375-54.5% |
| Participation rate | 70.0% | 84.9%-14.9pp | 79.1%-9.1pp | 82.6%-12.6pp |
| Annual return | -4.96% | -5.77%+0.8pp | -4.56%-0.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,381 | $4,256-44.0% | $3,449-31.0% | $4,779-50.2% |
| Participant deferral / active EE | $5,433 | $4,810+12.9% | $3,953+37.4% | $5,609-3.1% |
| Admin fee / account holder | $562 | $4,567-87.7% | $3,818-85.3% | $10,827-94.8% |