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 | $46,332 | $95,971-51.7% | $74,550-37.9% | $135,375-65.8% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -2.13% | 56.96%-59.1pp | 32.53%-34.7pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,130 | $2,716+15.3% | $1,961+59.6% | $4,779-34.5% |
| Participant deferral / active EE | $6,569 | $3,843+70.9% | $3,108+111.4% | $5,609+17.1% |
| Admin fee / account holder | $864 | $6,522-86.8% | $5,060-82.9% | $10,827-92.0% |