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 | $117,303 | $95,971+22.2% | $74,550+57.3% | $135,375-13.3% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -7.78% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,932 | $2,716+7.9% | $1,961+49.5% | $4,779-38.7% |
| Participant deferral / active EE | $6,495 | $3,843+69.0% | $3,108+109.0% | $5,609+15.8% |
| Admin fee / account holder | $1,831 | $6,522-71.9% | $5,060-63.8% | $10,827-83.1% |