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 | $144,477 | $57,354+151.9% | $83,848+72.3% | $64,186+125.1% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -8.49% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,425 | $2,545+34.6% | $3,631-5.7% | $2,381+43.9% |
| Participant deferral / active EE | $8,111 | $2,993+171.0% | $4,082+98.7% | $3,470+133.8% |
| Admin fee / account holder | $3,074 | $4,046-24.0% | $5,478-43.9% | $4,888-37.1% |