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 | $96,134 | $82,664+16.3% | $125,339-23.3% | $68,494+40.4% |
| Participation rate | 91.8% | 75.0%+16.7pp | 82.4%+9.4pp | 67.9%+23.9pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,995 | $3,381+47.7% | $4,814+3.8% | $2,596+92.4% |
| Participant deferral / active EE | $10,202 | $6,110+67.0% | $7,446+37.0% | $4,027+153.3% |
| Admin fee / account holder | $974 | $6,275-84.5% | $10,010-90.3% | $5,403-82.0% |