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 | $65,855 | $99,032-33.5% | $80,019-17.7% | $135,375-51.4% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | -1.75% | 15.39%-17.1pp | 11.22%-13.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,998 | $3,043-1.5% | $2,468+21.5% | $4,779-37.3% |
| Participant deferral / active EE | $3,690 | $4,282-13.8% | $3,686+0.1% | $5,609-34.2% |
| Admin fee / account holder | $41,129 | $10,436+294.1% | $6,521+530.7% | $10,827+279.9% |