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 | $167,511 | $62,586+167.6% | $76,768+118.2% | $64,186+161.0% |
| Participation rate | 85.5% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.9pp |
| Annual return | -4.57% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,938 | $1,832+114.9% | $2,485+58.4% | $2,381+65.4% |
| Participant deferral / active EE | $8,452 | $3,145+168.8% | $3,852+119.5% | $3,470+143.6% |
| Admin fee / account holder | $12,375 | $4,667+165.2% | $6,675+85.4% | $4,888+153.2% |