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 | $65,008 | $129,942-50.0% | $104,294-37.7% | $134,475-51.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -16.81% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,507 | $4,184-64.0% | $3,372-55.3% | $4,740-68.2% |
| Participant deferral / active EE | $5,070 | $5,588-9.3% | $4,625+9.6% | $6,400-20.8% |
| Admin fee / account holder | $608 | $9,323-93.5% | $7,339-91.7% | $11,426-94.7% |