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 | $77,049 | $82,664-6.8% | $125,339-38.5% | $68,494+12.5% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -17.52% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,008 | $3,381-40.6% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,465 | $6,110-26.9% | $7,446-40.0% | $4,027+10.9% |
| Admin fee / account holder | $2,365 | $6,275-62.3% | $10,010-76.4% | $5,403-56.2% |