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 | $78,863 | $82,664-4.6% | $125,339-37.1% | $68,494+15.1% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,244 | $3,381+25.5% | $4,814-11.8% | $2,596+63.5% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,615 | $6,275-74.3% | $10,010-83.9% | $5,403-70.1% |