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 | $84,559 | $133,958-36.9% | $112,228-24.7% | $134,475-37.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -13.53% | 47.11%-60.6pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,888 | $4,038+120.1% | $3,635+144.5% | $4,740+87.5% |
| Participant deferral / active EE | $4,419 | $5,291-16.5% | $4,728-6.5% | $6,400-30.9% |
| Admin fee / account holder | $669 | $7,489-91.1% | $6,410-89.6% | $11,426-94.1% |