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 | $68,419 | $69,010-0.9% | $159,960-57.2% | $68,494-0.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.10% | -9.65%-5.5pp | 408.60%-423.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,644 | $2,213-25.7% | $4,226-61.1% | $2,596-36.7% |
| Participant deferral / active EE | $2,696 | $4,212-36.0% | $6,182-56.4% | $4,027-33.1% |
| Admin fee / account holder | $4,020 | $4,798-16.2% | $8,698-53.8% | $5,403-25.6% |