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 | $120,632 | $133,958-9.9% | $112,228+7.5% | $134,475-10.3% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -18.96% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,781 | $4,038-31.1% | $3,635-23.5% | $4,740-41.3% |
| Participant deferral / active EE | $7,282 | $5,291+37.6% | $4,728+54.0% | $6,400+13.8% |
| Admin fee / account holder | $36,539 | $7,489+387.9% | $6,410+470.0% | $11,426+219.8% |