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 | $74,146 | $54,350+36.4% | $82,719-10.4% | $68,494+8.3% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -19.31% | -13.67%-5.6pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $266 | $2,218-88.0% | $3,009-91.2% | $2,596-89.7% |
| Participant deferral / active EE | $4,365 | $3,246+34.5% | $4,395-0.7% | $4,027+8.4% |
| Admin fee / account holder | $1,986 | $4,395-54.8% | $5,329-62.7% | $5,403-63.2% |