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 | $68,521 | $167,484-59.1% | $151,611-54.8% | $134,475-49.0% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -16.62% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,070 | $6,829-55.0% | $6,166-50.2% | $4,740-35.2% |
| Participant deferral / active EE | $3,524 | $8,986-60.8% | $8,363-57.9% | $6,400-44.9% |
| Admin fee / account holder | $924 | $13,783-93.3% | $11,616-92.0% | $11,426-91.9% |