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 | $59,780 | $82,664-27.7% | $125,339-52.3% | $68,494-12.7% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $7,109 | $3,381+110.3% | $4,814+47.7% | $2,596+173.8% |
| Participant deferral / active EE | $6,221 | $6,110+1.8% | $7,446-16.4% | $4,027+54.5% |
| Admin fee / account holder | $4,275 | $6,275-31.9% | $10,010-57.3% | $5,403-20.9% |