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 | $53,746 | $100,754-46.7% | $86,677-38.0% | $134,475-60.0% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.75% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $9,276 | $3,489+165.8% | $2,836+227.0% | $4,740+95.7% |
| Participant deferral / active EE | $7,451 | $5,338+39.6% | $4,656+60.0% | $6,400+16.4% |
| Admin fee / account holder | $22,205 | $10,926+103.2% | $7,493+196.3% | $11,426+94.3% |