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 | $214,248 | $211,958+1.1% | $169,463+26.4% | $135,375+58.3% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -3.26% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,529 | $5,120-70.1% | $4,159-63.2% | $4,779-68.0% |
| Participant deferral / active EE | $10,190 | $6,075+67.7% | $5,277+93.1% | $5,609+81.7% |
| Admin fee / account holder | $57,657 | $11,471+402.6% | $9,109+533.0% | $10,827+432.5% |