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 | $85,096 | $54,350+56.6% | $82,719+2.9% | $68,494+24.2% |
| Participation rate | 75.4% | 63.9%+11.5pp | 72.6%+2.9pp | 67.9%+7.6pp |
| Annual return | -16.32% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,764 | $2,218+24.6% | $3,009-8.2% | $2,596+6.4% |
| Participant deferral / active EE | $5,591 | $3,246+72.2% | $4,395+27.2% | $4,027+38.8% |
| Admin fee / account holder | $16,270 | $4,395+270.1% | $5,329+205.3% | $5,403+201.1% |