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 | $94,489 | $97,757-3.3% | $83,848+12.7% | $135,375-30.2% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -0.54% | 1287.37%-1287.9pp | 850.88%-851.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,748 | $4,222-58.6% | $3,631-51.8% | $4,779-63.4% |
| Participant deferral / active EE | $5,252 | $4,682+12.2% | $4,082+28.7% | $5,609-6.4% |
| Admin fee / account holder | $534 | $6,674-92.0% | $5,478-90.3% | $10,827-95.1% |