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 | $193,898 | $42,894+352.0% | $60,874+218.5% | $68,494+183.1% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -8.05% | -13.98%+5.9pp | 16.90%-24.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $8,408 | $1,978+325.1% | $2,701+211.3% | $2,596+223.9% |
| Participant deferral / active EE | $9,246 | $2,867+222.5% | $3,817+142.2% | $4,027+129.6% |
| Admin fee / account holder | $1,493 | $3,101-51.8% | $3,224-53.7% | $5,403-72.4% |