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 | $98,543 | $82,664+19.2% | $125,339-21.4% | $68,494+43.9% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,310 | $3,381+57.1% | $4,814+10.3% | $2,596+104.5% |
| Participant deferral / active EE | $6,079 | $6,110-0.5% | $7,446-18.4% | $4,027+50.9% |
| Admin fee / account holder | $3,326 | $6,275-47.0% | $10,010-66.8% | $5,403-38.4% |