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 | $230,769 | $85,790+169.0% | $67,313+242.8% | $135,375+70.5% |
| Participation rate | 94.4% | 76.5%+18.0pp | 69.1%+25.4pp | 82.6%+11.8pp |
| Annual return | -0.65% | -0.54%-0.1pp | -4.08%+3.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,255 | $3,487-35.3% | $2,566-12.1% | $4,779-52.8% |
| Participant deferral / active EE | $5,895 | $4,651+26.8% | $3,568+65.2% | $5,609+5.1% |
| Admin fee / account holder | $2,061 | $6,392-67.8% | $4,507-54.3% | $10,827-81.0% |