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 | $182,184 | $77,813+134.1% | $123,544+47.5% | $64,186+183.8% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -3.21% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,281 | $3,014+8.9% | $4,628-29.1% | $2,381+37.8% |
| Participant deferral / active EE | $8,531 | $5,240+62.8% | $6,426+32.8% | $3,470+145.9% |
| Admin fee / account holder | $14,016 | $5,519+154.0% | $9,284+51.0% | $4,888+186.7% |