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 | $60,935 | $81,900-25.6% | $119,609-49.1% | $68,494-11.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.15% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,404 | $2,693-10.7% | $4,232-43.2% | $2,596-7.4% |
| Participant deferral / active EE | $3,720 | $4,148-10.3% | $5,602-33.6% | $4,027-7.6% |
| Admin fee / account holder | $997 | $6,582-84.9% | $10,323-90.3% | $5,403-81.5% |