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 | $73,778 | $82,664-10.7% | $125,339-41.1% | $68,494+7.7% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,934 | $3,381-13.2% | $4,814-39.1% | $2,596+13.0% |
| Participant deferral / active EE | $6,300 | $6,110+3.1% | $7,446-15.4% | $4,027+56.4% |
| Admin fee / account holder | $8,925 | $6,275+42.2% | $10,010-10.8% | $5,403+65.2% |