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 | $132,483 | $82,664+60.3% | $125,339+5.7% | $68,494+93.4% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,053 | $3,381+49.4% | $4,814+5.0% | $2,596+94.6% |
| Participant deferral / active EE | $9,089 | $6,110+48.7% | $7,446+22.1% | $4,027+125.7% |
| Admin fee / account holder | $1,151 | $6,275-81.7% | $10,010-88.5% | $5,403-78.7% |