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 | $96,595 | $97,757-1.2% | $83,848+15.2% | $135,375-28.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -3.48% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,762 | $4,222-58.3% | $3,631-51.5% | $4,779-63.1% |
| Participant deferral / active EE | $4,694 | $4,682+0.2% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $6,095 | $6,674-8.7% | $5,478+11.3% | $10,827-43.7% |