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 | $67,883 | $133,958-49.3% | $112,228-39.5% | $134,475-49.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.31% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,326 | $4,038-42.4% | $3,635-36.0% | $4,740-50.9% |
| Participant deferral / active EE | $5,289 | $5,2910% | $4,728+11.9% | $6,400-17.3% |
| Admin fee / account holder | $609 | $7,489-91.9% | $6,410-90.5% | $11,426-94.7% |