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 | $85,089 | $100,754-15.5% | $86,677-1.8% | $134,475-36.7% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.22% | 29.04%-48.3pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,195 | $3,489-37.1% | $2,836-22.6% | $4,740-53.7% |
| Participant deferral / active EE | $5,840 | $5,338+9.4% | $4,656+25.4% | $6,400-8.7% |
| Admin fee / account holder | $10,111 | $10,926-7.5% | $7,493+34.9% | $11,426-11.5% |