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 | $133,844 | $99,032+35.2% | $80,019+67.3% | $135,375-1.1% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -8.35% | 15.39%-23.7pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,835 | $3,043-6.8% | $2,468+14.9% | $4,779-40.7% |
| Participant deferral / active EE | $5,011 | $4,282+17.0% | $3,686+36.0% | $5,609-10.7% |
| Admin fee / account holder | $363 | $10,436-96.5% | $6,521-94.4% | $10,827-96.6% |