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 | $212,485 | $97,757+117.4% | $83,848+153.4% | $135,375+57.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.58% | 1287.37%-1293.9pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,157 | $4,222-48.9% | $3,631-40.6% | $4,779-54.9% |
| Participant deferral / active EE | $2,643 | $4,682-43.6% | $4,082-35.2% | $5,609-52.9% |
| Admin fee / account holder | $6,284 | $6,674-5.8% | $5,478+14.7% | $10,827-42.0% |