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 | $111,992 | $95,971+16.7% | $74,550+50.2% | $135,375-17.3% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -7.89% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $732 | $2,716-73.0% | $1,961-62.6% | $4,779-84.7% |
| Participant deferral / active EE | $906 | $3,843-76.4% | $3,108-70.8% | $5,609-83.8% |
| Admin fee / account holder | $3,212 | $6,522-50.7% | $5,060-36.5% | $10,827-70.3% |