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 | $177,583 | $106,543+66.7% | $91,220+94.7% | $134,475+32.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -13.72% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,380 | $3,331+61.5% | $2,850+88.8% | $4,740+13.5% |
| Participant deferral / active EE | $12,782 | $4,719+170.9% | $4,234+201.9% | $6,400+99.7% |
| Admin fee / account holder | $14,819 | $6,231+137.8% | $5,420+173.4% | $11,426+29.7% |