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 | $163,860 | $81,900+100.1% | $119,609+37.0% | $68,494+139.2% |
| Participation rate | 91.0% | 71.9%+19.1pp | 79.3%+11.8pp | 67.9%+23.1pp |
| Annual return | -16.88% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,492 | $2,693-7.5% | $4,232-41.1% | $2,596-4.0% |
| Participant deferral / active EE | $6,586 | $4,148+58.8% | $5,602+17.6% | $4,027+63.5% |
| Admin fee / account holder | $5,376 | $6,582-18.3% | $10,323-47.9% | $5,403-0.5% |