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 | $108,855 | $82,664+31.7% | $125,339-13.2% | $68,494+58.9% |
| Participation rate | 77.1% | 75.0%+2.0pp | 82.4%-5.3pp | 67.9%+9.2pp |
| Annual return | -17.52% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,829 | $3,381+42.8% | $4,814+0.3% | $2,596+86.0% |
| Participant deferral / active EE | $9,308 | $6,110+52.3% | $7,446+25.0% | $4,027+131.1% |
| Admin fee / account holder | $654 | $6,275-89.6% | $10,010-93.5% | $5,403-87.9% |