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 | $71,275 | $138,044-48.4% | $125,339-43.1% | $134,475-47.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.55% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,681 | $5,243+27.4% | $4,814+38.8% | $4,740+41.0% |
| Participant deferral / active EE | $7,843 | $7,799+0.6% | $7,446+5.3% | $6,400+22.6% |
| Admin fee / account holder | $2,947 | $11,571-74.5% | $10,010-70.6% | $11,426-74.2% |