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 | $71,659 | $138,065-48.1% | $123,544-42.0% | $135,375-47.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.20% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,341 | $5,151-54.6% | $4,628-49.4% | $4,779-51.0% |
| Participant deferral / active EE | $4,087 | $6,799-39.9% | $6,426-36.4% | $5,609-27.1% |
| Admin fee / account holder | $727 | $10,916-93.3% | $9,284-92.2% | $10,827-93.3% |