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 | $65,981 | $82,664-20.2% | $125,339-47.4% | $68,494-3.7% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -13.51% | -5.97%-7.5pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,248 | $3,381+25.6% | $4,814-11.7% | $2,596+63.6% |
| Participant deferral / active EE | $6,506 | $6,110+6.5% | $7,446-12.6% | $4,027+61.5% |
| Admin fee / account holder | $2,737 | $6,275-56.4% | $10,010-72.7% | $5,403-49.3% |