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 | $195,230 | $95,862+103.7% | $79,550+145.4% | $134,475+45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.82% | -2.69%+4.5pp | 0.16%+1.7pp | 417.96%-416.1pp |
| Employer contribution / active EE | $4,489 | $3,128+43.5% | $2,413+86.0% | $4,740-5.3% |
| Participant deferral / active EE | $6,200 | $4,693+32.1% | $3,985+55.6% | $6,400-3.1% |
| Admin fee / account holder | $5,363 | $9,126-41.2% | $6,832-21.5% | $11,426-53.1% |