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 | $77,020 | $57,354+34.3% | $83,848-8.1% | $64,186+20.0% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | -4.84% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,610 | $2,545+41.8% | $3,631-0.6% | $2,381+51.6% |
| Participant deferral / active EE | $6,481 | $2,993+116.5% | $4,082+58.8% | $3,470+86.8% |
| Admin fee / account holder | $3,765 | $4,046-6.9% | $5,478-31.3% | $4,888-23.0% |