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 | $65,536 | $45,863+42.9% | $77,024-14.9% | $68,494-4.3% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+25.0pp | 67.9%+25.0pp |
| Annual return | -16.10% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,893 | $1,650+136.0% | $2,812+38.4% | $2,596+49.9% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $346 | $3,041-88.6% | $5,425-93.6% | $5,403-93.6% |