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 | $217,597 | $71,883+202.7% | $86,677+151.0% | $68,494+217.7% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.5pp | 67.9%+19.1pp |
| Annual return | -14.43% | 3.52%-18.0pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $8,663 | $2,173+298.7% | $2,836+205.4% | $2,596+233.7% |
| Participant deferral / active EE | $2,013 | $3,779-46.7% | $4,656-56.8% | $4,027-50.0% |
| Admin fee / account holder | $7,008 | $6,112+14.7% | $7,493-6.5% | $5,403+29.7% |