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 | $70,981 | $167,307-57.6% | $143,757-50.6% | $134,475-47.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.75% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,457 | $5,619-56.3% | $4,951-50.4% | $4,740-48.2% |
| Participant deferral / active EE | $5,997 | $6,446-7.0% | $5,637+6.4% | $6,400-6.3% |
| Admin fee / account holder | $1,404 | $18,088-92.2% | $14,673-90.4% | $11,426-87.7% |