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 | $118,541 | $82,664+43.4% | $125,339-5.4% | $68,494+73.1% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,531 | $3,381+4.4% | $4,814-26.6% | $2,596+36.0% |
| Participant deferral / active EE | $7,489 | $6,110+22.6% | $7,446+0.6% | $4,027+86.0% |
| Admin fee / account holder | $550 | $6,275-91.2% | $10,010-94.5% | $5,403-89.8% |