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 | $66,000 | $59,805+10.4% | $79,550-17.0% | $68,494-3.6% |
| Participation rate | 94.7% | 61.1%+33.6pp | 69.5%+25.2pp | 67.9%+26.8pp |
| Annual return | -16.06% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,605 | $1,505+6.7% | $2,413-33.5% | $2,596-38.2% |
| Participant deferral / active EE | $4,192 | $3,024+38.6% | $3,985+5.2% | $4,027+4.1% |
| Admin fee / account holder | $6,139 | $4,835+27.0% | $6,832-10.1% | $5,403+13.6% |