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 | $77,551 | $54,350+42.7% | $82,719-6.2% | $68,494+13.2% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -17.51% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,678 | $2,218+65.8% | $3,009+22.2% | $2,596+41.6% |
| Participant deferral / active EE | $10,458 | $3,246+222.2% | $4,395+138.0% | $4,027+159.7% |
| Admin fee / account holder | $2,247 | $4,395-48.9% | $5,329-57.8% | $5,403-58.4% |