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 9-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 | $222,693 | $167,484+33.0% | $151,611+46.9% | $134,475+65.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.91% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,066 | $6,829-55.1% | $6,166-50.3% | $4,740-35.3% |
| Participant deferral / active EE | $4,571 | $8,986-49.1% | $8,363-45.3% | $6,400-28.6% |
| Admin fee / account holder | $8,422 | $13,783-38.9% | $11,616-27.5% | $11,426-26.3% |