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 | $69,362 | $64,707+7.2% | $112,228-38.2% | $68,494+1.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.89% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,912 | $2,746+78.9% | $3,635+35.2% | $2,596+89.2% |
| Participant deferral / active EE | $6,928 | $3,565+94.4% | $4,728+46.5% | $4,027+72.0% |
| Admin fee / account holder | $1,446 | $5,232-72.4% | $6,410-77.4% | $5,403-73.2% |