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 | $57,478 | $82,664-30.5% | $125,339-54.1% | $68,494-16.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,558 | $3,381-24.3% | $4,814-46.9% | $2,596-1.5% |
| Participant deferral / active EE | $7,516 | $6,110+23.0% | $7,446+0.9% | $4,027+86.6% |
| Admin fee / account holder | $7,144 | $6,275+13.8% | $10,010-28.6% | $5,403+32.2% |