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 | $150,894 | $82,664+82.5% | $125,339+20.4% | $68,494+120.3% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,227 | $3,381+84.2% | $4,814+29.4% | $2,596+139.8% |
| Participant deferral / active EE | $6,663 | $6,110+9.0% | $7,446-10.5% | $4,027+65.5% |
| Admin fee / account holder | $762 | $6,275-87.9% | $10,010-92.4% | $5,403-85.9% |