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 | $91,537 | $97,757-6.4% | $83,848+9.2% | $135,375-32.4% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -6.92% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,094 | $4,222-50.4% | $3,631-42.3% | $4,779-56.2% |
| Participant deferral / active EE | $5,874 | $4,682+25.5% | $4,082+43.9% | $5,609+4.7% |
| Admin fee / account holder | $7,743 | $6,674+16.0% | $5,478+41.3% | $10,827-28.5% |