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 | $160,682 | $64,707+148.3% | $112,228+43.2% | $68,494+134.6% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -17.19% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,351 | $2,746+22.0% | $3,635-7.8% | $2,596+29.1% |
| Participant deferral / active EE | $10,015 | $3,565+180.9% | $4,728+111.8% | $4,027+148.7% |
| Admin fee / account holder | $2,938 | $5,232-43.9% | $6,410-54.2% | $5,403-45.6% |