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 | $60,365 | $76,000-20.6% | $154,107-60.8% | $64,186-6.0% |
| Participation rate | 80.5% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+10.9pp |
| Annual return | -1.76% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,733 | $3,351+41.2% | $5,298-10.7% | $2,381+98.8% |
| Participant deferral / active EE | $968 | $3,175-69.5% | $5,081-80.9% | $3,470-72.1% |
| Admin fee / account holder | $11,615 | $5,596+107.6% | $13,411-13.4% | $4,888+137.6% |