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 | $241,108 | $167,484+44.0% | $151,611+59.0% | $134,475+79.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.28% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $17,245 | $6,829+152.5% | $6,166+179.7% | $4,740+263.8% |
| Participant deferral / active EE | $20,737 | $8,986+130.8% | $8,363+148.0% | $6,400+224.0% |
| Admin fee / account holder | $272,355 | $13,783+1876.1% | $11,616+2244.7% | $11,426+2283.7% |