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 | $61,734 | $92,222-33.1% | $76,768-19.6% | $135,375-54.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.27% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $630 | $3,216-80.4% | $2,485-74.6% | $4,779-86.8% |
| Participant deferral / active EE | $2,615 | $4,509-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $5,189 | $10,748-51.7% | $6,675-22.3% | $10,827-52.1% |