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 | $193,425 | $72,404+167.1% | $110,238+75.5% | $64,186+201.4% |
| Participation rate | 88.4% | 73.3%+15.0pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | -1.43% | -6.29%+4.9pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,322 | $2,282+1.8% | $3,826-39.3% | $2,381-2.5% |
| Participant deferral / active EE | $6,814 | $3,469+96.4% | $4,672+45.8% | $3,470+96.4% |
| Admin fee / account holder | $6,902 | $5,664+21.9% | $8,547-19.2% | $4,888+41.2% |