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 | $48,591 | $138,065-64.8% | $123,544-60.7% | $135,375-64.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.88% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,239 | $5,151-75.9% | $4,628-73.2% | $4,779-74.1% |
| Participant deferral / active EE | $4,154 | $6,799-38.9% | $6,426-35.4% | $5,609-25.9% |
| Admin fee / account holder | $8,647 | $10,916-20.8% | $9,284-6.9% | $10,827-20.1% |