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 | $116,312 | $95,971+21.2% | $74,550+56.0% | $135,375-14.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -5.36% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,199 | $2,716-19.0% | $1,961+12.1% | $4,779-54.0% |
| Participant deferral / active EE | $3,739 | $3,843-2.7% | $3,108+20.3% | $5,609-33.3% |
| Admin fee / account holder | $2,151 | $6,522-67.0% | $5,060-57.5% | $10,827-80.1% |