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 5-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 | $99,324 | $69,010+43.9% | $159,960-37.9% | $68,494+45.0% |
| Participation rate | 74.2% | 65.4%+8.8pp | 78.0%-3.8pp | 67.9%+6.3pp |
| Annual return | -18.58% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,009 | $2,213+81.1% | $4,226-5.1% | $2,596+54.4% |
| Participant deferral / active EE | $9,461 | $4,212+124.6% | $6,182+53.0% | $4,027+134.9% |
| Admin fee / account holder | $2,401 | $4,798-50.0% | $8,698-72.4% | $5,403-55.6% |