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 | $117,823 | $82,664+42.5% | $125,339-6.0% | $68,494+72.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,663 | $3,381-21.2% | $4,814-44.7% | $2,596+2.6% |
| Participant deferral / active EE | $8,206 | $6,110+34.3% | $7,446+10.2% | $4,027+103.8% |
| Admin fee / account holder | $1,190 | $6,275-81.0% | $10,010-88.1% | $5,403-78.0% |