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 | $192,735 | $167,307+15.2% | $143,757+34.1% | $134,475+43.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.23% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $15,854 | $5,619+182.1% | $4,951+220.2% | $4,740+234.5% |
| Participant deferral / active EE | $13,035 | $6,446+102.2% | $5,637+131.2% | $6,400+103.7% |
| Admin fee / account holder | $47,596 | $18,088+163.1% | $14,673+224.4% | $11,426+316.6% |