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 | $63,675 | $82,664-23.0% | $125,339-49.2% | $68,494-7.0% |
| Participation rate | 91.1% | 75.0%+16.1pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -13.33% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $10,583 | $3,381+213.0% | $4,814+119.9% | $2,596+307.6% |
| Participant deferral / active EE | $9,477 | $6,110+55.1% | $7,446+27.3% | $4,027+135.3% |
| Admin fee / account holder | $6,492 | $6,275+3.5% | $10,010-35.1% | $5,403+20.2% |