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 | $239,871 | $77,813+208.3% | $123,544+94.2% | $64,186+273.7% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -4.43% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,331 | $3,014+76.9% | $4,628+15.2% | $2,381+123.9% |
| Participant deferral / active EE | $4,897 | $5,240-6.6% | $6,426-23.8% | $3,470+41.1% |
| Admin fee / account holder | $12,894 | $5,519+133.6% | $9,284+38.9% | $4,888+163.8% |