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 | $135,592 | $82,664+64.0% | $125,339+8.2% | $68,494+98.0% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,648 | $3,381+37.5% | $4,814-3.4% | $2,596+79.0% |
| Participant deferral / active EE | $12,608 | $6,110+106.3% | $7,446+69.3% | $4,027+213.1% |
| Admin fee / account holder | $6,565 | $6,275+4.6% | $10,010-34.4% | $5,403+21.5% |