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 | $149,690 | $100,754+48.6% | $86,677+72.7% | $134,475+11.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.50% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,775 | $3,489-49.1% | $2,836-37.4% | $4,740-62.6% |
| Participant deferral / active EE | $3,177 | $5,338-40.5% | $4,656-31.8% | $6,400-50.4% |
| Admin fee / account holder | $9,121 | $10,926-16.5% | $7,493+21.7% | $11,426-20.2% |