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 | $98,575 | $106,543-7.5% | $91,220+8.1% | $134,475-26.7% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -12.63% | 160.60%-173.2pp | 114.01%-126.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,702 | $3,331-48.9% | $2,850-40.3% | $4,740-64.1% |
| Participant deferral / active EE | $5,097 | $4,719+8.0% | $4,234+20.4% | $6,400-20.4% |
| Admin fee / account holder | $10,266 | $6,231+64.8% | $5,420+89.4% | $11,426-10.1% |