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 | $73,806 | $133,958-44.9% | $112,228-34.2% | $134,475-45.1% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.3pp |
| Annual return | -11.15% | 47.11%-58.3pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,802 | $4,038-30.6% | $3,635-22.9% | $4,740-40.9% |
| Participant deferral / active EE | $9,309 | $5,291+76.0% | $4,728+96.9% | $6,400+45.5% |
| Admin fee / account holder | $22,606 | $7,489+201.9% | $6,410+252.7% | $11,426+97.8% |