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 | $53,388 | $93,024-42.6% | $77,024-30.7% | $134,475-60.3% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -12.78% | 62.60%-75.4pp | 42.32%-55.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,634 | $3,418-52.2% | $2,812-41.9% | $4,740-65.5% |
| Participant deferral / active EE | $4,574 | $5,238-12.7% | $4,426+3.3% | $6,400-28.5% |
| Admin fee / account holder | $2,033 | $6,944-70.7% | $5,425-62.5% | $11,426-82.2% |