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 | $62,932 | $43,723+43.9% | $121,196-48.1% | $64,186-2.0% |
| Participation rate | 90.9% | 58.3%+32.6pp | 71.7%+19.2pp | 69.6%+21.3pp |
| Annual return | -7.17% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,204 | $1,296-7.1% | $4,022-70.1% | $2,381-49.4% |
| Participant deferral / active EE | $3,355 | $2,280+47.1% | $3,344+0.3% | $3,470-3.3% |
| Admin fee / account holder | $5,515 | $3,501+57.5% | $5,019+9.9% | $4,888+12.8% |