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 | $104,893 | $54,350+93.0% | $82,719+26.8% | $68,494+53.1% |
| Participation rate | 70.6% | 63.9%+6.7pp | 72.6%-2.0pp | 67.9%+2.7pp |
| Annual return | -14.22% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,245 | $2,218+1.2% | $3,009-25.4% | $2,596-13.5% |
| Participant deferral / active EE | $4,849 | $3,246+49.4% | $4,395+10.3% | $4,027+20.4% |
| Admin fee / account holder | $6,359 | $4,395+44.7% | $5,329+19.3% | $5,403+17.7% |