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 | $70,514 | $57,354+22.9% | $83,848-15.9% | $64,186+9.9% |
| Participation rate | 97.2% | 68.6%+28.6pp | 76.1%+21.1pp | 69.6%+27.7pp |
| Annual return | -2.83% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $6,374 | $2,545+150.4% | $3,631+75.6% | $2,381+167.7% |
| Participant deferral / active EE | $2,432 | $2,993-18.8% | $4,082-40.4% | $3,470-29.9% |
| Admin fee / account holder | $42,028 | $4,046+938.8% | $5,478+667.2% | $4,888+759.8% |