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 | $42,537 | $95,193-55.3% | $76,523-44.4% | $135,375-68.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -8.79% | 4.85%-13.6pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,909 | $3,302-42.2% | $2,647-27.9% | $4,779-60.0% |
| Participant deferral / active EE | $5,680 | $4,639+22.4% | $3,835+48.1% | $5,609+1.3% |
| Admin fee / account holder | $1,336 | $6,249-78.6% | $4,848-72.4% | $10,827-87.7% |