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 | $68,306 | $82,286-17.0% | $68,791-0.7% | $134,475-49.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.32% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,220 | $3,301-63.0% | $2,655-54.0% | $4,740-74.3% |
| Participant deferral / active EE | $5,059 | $4,739+6.8% | $3,941+28.4% | $6,400-20.9% |
| Admin fee / account holder | $1,399 | $6,481-78.4% | $4,932-71.6% | $11,426-87.8% |