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 | $76,163 | $72,404+5.2% | $110,238-30.9% | $64,186+18.7% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | -6.08% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $983 | $2,282-56.9% | $3,826-74.3% | $2,381-58.7% |
| Participant deferral / active EE | $2,308 | $3,469-33.5% | $4,672-50.6% | $3,470-33.5% |
| Admin fee / account holder | $2,135 | $5,664-62.3% | $8,547-75.0% | $4,888-56.3% |