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 | $118,769 | $82,664+43.7% | $125,339-5.2% | $68,494+73.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,528 | $3,381+33.9% | $4,814-5.9% | $2,596+74.4% |
| Participant deferral / active EE | $5,325 | $6,110-12.9% | $7,446-28.5% | $4,027+32.2% |
| Admin fee / account holder | $6,023 | $6,275-4.0% | $10,010-39.8% | $5,403+11.5% |