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 | $132,717 | $73,004+81.8% | $90,749+46.2% | $68,494+93.8% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -18.17% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,888 | $2,193+122.9% | $2,921+67.4% | $2,596+88.3% |
| Participant deferral / active EE | $4,832 | $3,627+33.2% | $4,564+5.9% | $4,027+20.0% |
| Admin fee / account holder | $321 | $5,896-94.6% | $8,445-96.2% | $5,403-94.1% |