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 | $66,333 | $82,664-19.8% | $125,339-47.1% | $68,494-3.2% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -11.44% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,545 | $3,381+4.8% | $4,814-26.4% | $2,596+36.5% |
| Participant deferral / active EE | $4,303 | $6,110-29.6% | $7,446-42.2% | $4,027+6.9% |
| Admin fee / account holder | $2,054 | $6,275-67.3% | $10,010-79.5% | $5,403-62.0% |