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 | $67,915 | $99,032-31.4% | $80,019-15.1% | $135,375-49.8% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | -7.83% | 15.39%-23.2pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $758 | $3,043-75.1% | $2,468-69.3% | $4,779-84.1% |
| Participant deferral / active EE | $2,138 | $4,282-50.1% | $3,686-42.0% | $5,609-61.9% |
| Admin fee / account holder | $3,243 | $10,436-68.9% | $6,521-50.3% | $10,827-70.0% |