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 | $245,277 | $190,805+28.5% | $159,960+53.3% | $134,475+82.4% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -19.16% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,441 | $4,995-51.1% | $4,226-42.2% | $4,740-48.5% |
| Participant deferral / active EE | $9,475 | $6,923+36.9% | $6,182+53.3% | $6,400+48.1% |
| Admin fee / account holder | $413 | $10,471-96.1% | $8,698-95.3% | $11,426-96.4% |