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 | $121,295 | $190,805-36.4% | $159,960-24.2% | $134,475-9.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -14.88% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,401 | $4,995-31.9% | $4,226-19.5% | $4,740-28.2% |
| Participant deferral / active EE | $9,866 | $6,923+42.5% | $6,182+59.6% | $6,400+54.2% |
| Admin fee / account holder | $2,310 | $10,471-77.9% | $8,698-73.4% | $11,426-79.8% |