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 7-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 | $180,088 | $133,958+34.4% | $112,228+60.5% | $134,475+33.9% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -15.33% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,352 | $4,038+57.3% | $3,635+74.8% | $4,740+34.0% |
| Participant deferral / active EE | $5,119 | $5,291-3.2% | $4,728+8.3% | $6,400-20.0% |
| Admin fee / account holder | $1,088 | $7,489-85.5% | $6,410-83.0% | $11,426-90.5% |