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 | $68,467 | $82,664-17.2% | $125,339-45.4% | $68,4940% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,585 | $3,381-53.1% | $4,814-67.1% | $2,596-38.9% |
| Participant deferral / active EE | $4,825 | $6,110-21.0% | $7,446-35.2% | $4,027+19.8% |
| Admin fee / account holder | $2,201 | $6,275-64.9% | $10,010-78.0% | $5,403-59.3% |