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 | $132,816 | $152,509-12.9% | $117,472+13.1% | $134,475-1.2% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -19.59% | 52.99%-72.6pp | 29.74%-49.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,838 | $5,571+40.7% | $4,176+87.7% | $4,740+65.4% |
| Participant deferral / active EE | $12,786 | $4,818+165.4% | $4,070+214.1% | $6,400+99.8% |
| Admin fee / account holder | $12,613 | $7,004+80.1% | $5,645+123.5% | $11,426+10.4% |