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 | $71,159 | $95,193-25.2% | $76,523-7.0% | $135,375-47.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -4.53% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,834 | $3,302-14.2% | $2,647+7.1% | $4,779-40.7% |
| Participant deferral / active EE | $4,644 | $4,639+0.1% | $3,835+21.1% | $5,609-17.2% |
| Admin fee / account holder | $667 | $6,249-89.3% | $4,848-86.2% | $10,827-93.8% |