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 | $155,266 | $82,664+87.8% | $125,339+23.9% | $68,494+126.7% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -11.57% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $5,035 | $3,381+48.9% | $4,814+4.6% | $2,596+93.9% |
| Participant deferral / active EE | $12,045 | $6,110+97.1% | $7,446+61.8% | $4,027+199.1% |
| Admin fee / account holder | $2,384 | $6,275-62.0% | $10,010-76.2% | $5,403-55.9% |