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 | $105,866 | $152,509-30.6% | $117,472-9.9% | $134,475-21.3% |
| Participation rate | 92.9% | 77.1%+15.8pp | 70.6%+22.3pp | 81.2%+11.6pp |
| Annual return | -18.25% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,004 | $5,571-10.2% | $4,176+19.8% | $4,740+5.6% |
| Participant deferral / active EE | $8,527 | $4,818+77.0% | $4,070+109.5% | $6,400+33.2% |
| Admin fee / account holder | $40,943 | $7,004+484.6% | $5,645+625.3% | $11,426+258.3% |