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 | $221,187 | $167,307+32.2% | $143,757+53.9% | $134,475+64.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.36% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $13,944 | $5,619+148.1% | $4,951+181.6% | $4,740+194.2% |
| Participant deferral / active EE | $5,794 | $6,446-10.1% | $5,637+2.8% | $6,400-9.5% |
| Admin fee / account holder | $2,400 | $18,088-86.7% | $14,673-83.6% | $11,426-79.0% |