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 | $144,535 | $72,404+99.6% | $110,238+31.1% | $64,186+125.2% |
| Participation rate | 80.7% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.1pp |
| Annual return | -4.72% | -6.29%+1.6pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,067 | $2,282-9.4% | $3,826-46.0% | $2,381-13.2% |
| Participant deferral / active EE | $5,862 | $3,469+69.0% | $4,672+25.5% | $3,470+69.0% |
| Admin fee / account holder | $8,147 | $5,664+43.8% | $8,547-4.7% | $4,888+66.7% |