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 | $88,078 | $135,635-35.1% | $110,238-20.1% | $135,375-34.9% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.8%-3.6pp | 82.6%-6.5pp |
| Annual return | -1.72% | 513.19%-514.9pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,718 | $4,906-65.0% | $3,826-55.1% | $4,779-64.0% |
| Participant deferral / active EE | $4,816 | $5,506-12.5% | $4,672+3.1% | $5,609-14.1% |
| Admin fee / account holder | $19,554 | $11,457+70.7% | $8,547+128.8% | $10,827+80.6% |