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 | $149,277 | $97,044+53.8% | $83,333+79.1% | $135,375+10.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -4.33% | 12.31%-16.6pp | 10.63%-15.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,975 | $4,143+44.2% | $3,379+76.8% | $4,779+25.0% |
| Participant deferral / active EE | $11,668 | $5,964+95.6% | $5,565+109.7% | $5,609+108.0% |
| Admin fee / account holder | $1,756 | $8,380-79.0% | $7,510-76.6% | $10,827-83.8% |