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 | $74,499 | $138,044-46.0% | $125,339-40.6% | $134,475-44.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -14.40% | 750.33%-764.7pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,376 | $5,243-54.7% | $4,814-50.6% | $4,740-49.9% |
| Participant deferral / active EE | $8,427 | $7,799+8.0% | $7,446+13.2% | $6,400+31.7% |
| Admin fee / account holder | $57,798 | $11,571+399.5% | $10,010+477.4% | $11,426+405.8% |