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 | $84,536 | $82,664+2.3% | $125,339-32.6% | $68,494+23.4% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.0pp | 67.9%+12.4pp |
| Annual return | -15.11% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,446 | $3,381-27.7% | $4,814-49.2% | $2,596-5.8% |
| Participant deferral / active EE | $6,765 | $6,110+10.7% | $7,446-9.1% | $4,027+68.0% |
| Admin fee / account holder | $875 | $6,275-86.1% | $10,010-91.3% | $5,403-83.8% |