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 | $137,448 | $95,971+43.2% | $74,550+84.4% | $135,375+1.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -4.63% | 56.96%-61.6pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,432 | $2,716-47.3% | $1,961-27.0% | $4,779-70.0% |
| Participant deferral / active EE | $3,466 | $3,843-9.8% | $3,108+11.5% | $5,609-38.2% |
| Admin fee / account holder | $2,090 | $6,522-68.0% | $5,060-58.7% | $10,827-80.7% |