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 | $178,969 | $100,754+77.6% | $86,677+106.5% | $134,475+33.1% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -16.63% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,476 | $3,489-57.7% | $2,836-48.0% | $4,740-68.9% |
| Participant deferral / active EE | $2,230 | $5,338-58.2% | $4,656-52.1% | $6,400-65.2% |
| Admin fee / account holder | $3,114 | $10,926-71.5% | $7,493-58.4% | $11,426-72.7% |