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 | $61,115 | $92,222-33.7% | $76,768-20.4% | $135,375-54.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.56% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,335 | $3,216-27.4% | $2,485-6.0% | $4,779-51.1% |
| Participant deferral / active EE | $4,192 | $4,509-7.0% | $3,852+8.8% | $5,609-25.3% |
| Admin fee / account holder | $1,011 | $10,748-90.6% | $6,675-84.9% | $10,827-90.7% |