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 | $77,171 | $67,331+14.6% | $60,874+26.8% | $134,475-42.6% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -10.13% | 49.93%-60.1pp | 16.90%-27.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,796 | $3,096-42.0% | $2,701-33.5% | $4,740-62.1% |
| Participant deferral / active EE | $1,950 | $4,538-57.0% | $3,817-48.9% | $6,400-69.5% |
| Admin fee / account holder | $10,835 | $4,582+136.5% | $3,224+236.1% | $11,426-5.2% |