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 | $191,083 | $81,900+133.3% | $119,609+59.8% | $68,494+179.0% |
| Participation rate | 82.4% | 71.9%+10.5pp | 79.3%+3.2pp | 67.9%+14.5pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,517 | $2,693+67.7% | $4,232+6.7% | $2,596+74.0% |
| Participant deferral / active EE | $7,037 | $4,148+69.7% | $5,602+25.6% | $4,027+74.7% |
| Admin fee / account holder | $43,564 | $6,582+561.9% | $10,323+322.0% | $5,403+706.3% |