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 | $65,659 | $180,449-63.6% | $154,107-57.4% | $135,375-51.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -4.73% | 888.09%-892.8pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,312 | $6,035-45.1% | $5,298-37.5% | $4,779-30.7% |
| Participant deferral / active EE | $5,068 | $5,806-12.7% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $10,925 | $16,143-32.3% | $13,411-18.5% | $10,827+0.9% |