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 | $82,070 | $91,538-10.3% | $129,995-36.9% | $75,163+9.2% |
| Participation rate | 71.0% | 71.4%-0.5pp | 78.5%-7.5pp | 67.2%+3.8pp |
| Annual return | 13.40% | -631.11%+644.5pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,254 | $2,845-55.9% | $4,320-71.0% | $2,670-53.0% |
| Participant deferral / active EE | $3,243 | $4,341-25.3% | $5,820-44.3% | $4,125-21.4% |
| Admin fee / account holder | $1,974 | $6,790-70.9% | $10,614-81.4% | $5,651-65.1% |