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 | $69,258 | $82,664-16.2% | $125,339-44.7% | $68,494+1.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,852 | $3,381-15.6% | $4,814-40.8% | $2,596+9.8% |
| Participant deferral / active EE | $7,312 | $6,110+19.7% | $7,446-1.8% | $4,027+81.6% |
| Admin fee / account holder | $2,744 | $6,275-56.3% | $10,010-72.6% | $5,403-49.2% |