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 | $171,995 | $56,484+204.5% | $169,463+1.5% | $64,186+168.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.42% | -1.55%-2.9pp | 1.83%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $10,878 | $1,832+493.6% | $4,159+161.5% | $2,381+356.9% |
| Participant deferral / active EE | $8,573 | $3,448+148.6% | $5,277+62.5% | $3,470+147.1% |
| Admin fee / account holder | $10,913 | $4,174+161.5% | $9,109+19.8% | $4,888+123.3% |