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 | $139,144 | $92,703+50.1% | $82,719+68.2% | $134,475+3.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -16.35% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,071 | $3,274-6.2% | $3,009+2.1% | $4,740-35.2% |
| Participant deferral / active EE | $9,420 | $4,802+96.2% | $4,395+114.3% | $6,400+47.2% |
| Admin fee / account holder | $15,330 | $5,983+156.3% | $5,329+187.7% | $11,426+34.2% |