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 | $58,395 | $54,350+7.4% | $82,719-29.4% | $68,494-14.7% |
| Participation rate | 91.2% | 63.9%+27.3pp | 72.6%+18.6pp | 67.9%+23.3pp |
| Annual return | -12.26% | -13.67%+1.4pp | 701.18%-713.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,827 | $2,218+27.4% | $3,009-6.1% | $2,596+8.9% |
| Participant deferral / active EE | $6,049 | $3,246+86.4% | $4,395+37.6% | $4,027+50.2% |
| Admin fee / account holder | $16,281 | $4,395+270.4% | $5,329+205.5% | $5,403+201.3% |