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 | $63,481 | $78,694-19.3% | $67,652-6.2% | $125,391-49.4% |
| Participation rate | 92.9% | 78.8%+14.1pp | 75.7%+17.2pp | 83.2%+9.7pp |
| Annual return | -0.10% | 9.46%-9.6pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,547 | $3,044-49.2% | $2,266-31.7% | $4,866-68.2% |
| Participant deferral / active EE | $5,158 | $4,292+20.2% | $3,560+44.9% | $5,352-3.6% |
| Admin fee / account holder | $6,576 | $7,403-11.2% | $4,821+36.4% | $9,540-31.1% |