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 | $40,753 | $82,664-50.7% | $125,339-67.5% | $68,494-40.5% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -13.47% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $5,970 | $3,381+76.6% | $4,814+24.0% | $2,596+129.9% |
| Participant deferral / active EE | $8,303 | $6,110+35.9% | $7,446+11.5% | $4,027+106.2% |
| Admin fee / account holder | $5,947 | $6,275-5.2% | $10,010-40.6% | $5,403+10.1% |