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 | $76,833 | $77,813-1.3% | $123,544-37.8% | $64,186+19.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.41% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,979 | $3,014-1.1% | $4,628-35.6% | $2,381+25.1% |
| Participant deferral / active EE | $5,992 | $5,240+14.4% | $6,426-6.7% | $3,470+72.7% |
| Admin fee / account holder | $3,508 | $5,519-36.4% | $9,284-62.2% | $4,888-28.2% |