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 | $69,113 | $133,958-48.4% | $112,228-38.4% | $134,475-48.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.92% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,527 | $4,038-37.4% | $3,635-30.5% | $4,740-46.7% |
| Participant deferral / active EE | $2,676 | $5,291-49.4% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $4,473 | $7,489-40.3% | $6,410-30.2% | $11,426-60.9% |