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 | $122,431 | $69,010+77.4% | $159,960-23.5% | $68,494+78.7% |
| Participation rate | 88.9% | 65.4%+23.5pp | 78.0%+10.9pp | 67.9%+21.0pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,952 | $2,213+168.9% | $4,226+40.8% | $2,596+129.2% |
| Participant deferral / active EE | $4,390 | $4,212+4.2% | $6,182-29.0% | $4,027+9.0% |
| Admin fee / account holder | $488 | $4,798-89.8% | $8,698-94.4% | $5,403-91.0% |