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 | $77,842 | $97,757-20.4% | $83,848-7.2% | $135,375-42.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.52% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,326 | $4,222-21.2% | $3,631-8.4% | $4,779-30.4% |
| Participant deferral / active EE | $9,706 | $4,682+107.3% | $4,082+137.8% | $5,609+73.0% |
| Admin fee / account holder | $5,934 | $6,674-11.1% | $5,478+8.3% | $10,827-45.2% |