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 | $122,920 | $59,107+108.0% | $86,436+42.2% | $68,494+79.5% |
| Participation rate | 70.8% | 75.2%-4.4pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -13.84% | -0.23%-13.6pp | 4394.89%-4408.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,142 | $2,519-15.0% | $3,769-43.2% | $2,596-17.5% |
| Participant deferral / active EE | $5,522 | $5,901-6.4% | $6,952-20.6% | $4,027+37.1% |
| Admin fee / account holder | $4,913 | $5,637-12.8% | $6,731-27.0% | $5,403-9.1% |