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 | $55,055 | $95,862-42.6% | $79,550-30.8% | $134,475-59.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -9.90% | -2.69%-7.2pp | 0.16%-10.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,750 | $3,128+19.9% | $2,413+55.4% | $4,740-20.9% |
| Participant deferral / active EE | $1,185 | $4,693-74.7% | $3,985-70.3% | $6,400-81.5% |
| Admin fee / account holder | $10,673 | $9,126+16.9% | $6,832+56.2% | $11,426-6.6% |