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 | $156,048 | $100,754+54.9% | $86,677+80.0% | $134,475+16.0% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -19.12% | 29.04%-48.2pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,304 | $3,489-34.0% | $2,836-18.8% | $4,740-51.4% |
| Participant deferral / active EE | $4,355 | $5,338-18.4% | $4,656-6.5% | $6,400-32.0% |
| Admin fee / account holder | $8,770 | $10,926-19.7% | $7,493+17.0% | $11,426-23.2% |