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 | $69,944 | $97,044-27.9% | $83,333-16.1% | $135,375-48.3% |
| Participation rate | 90.5% | 80.4%+10.1pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -6.36% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,342 | $4,143-67.6% | $3,379-60.3% | $4,779-71.9% |
| Participant deferral / active EE | $6,171 | $5,964+3.5% | $5,565+10.9% | $5,609+10.0% |
| Admin fee / account holder | $8,065 | $8,380-3.8% | $7,510+7.4% | $10,827-25.5% |