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 6-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 | $76,010 | $106,543-28.7% | $91,220-16.7% | $134,475-43.5% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -18.14% | 160.60%-178.7pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,136 | $3,331+54.2% | $2,850+80.2% | $4,740+8.4% |
| Participant deferral / active EE | $6,082 | $4,719+28.9% | $4,234+43.7% | $6,400-5.0% |
| Admin fee / account holder | $560 | $6,231-91.0% | $5,420-89.7% | $11,426-95.1% |