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 | $249,344 | $167,307+49.0% | $143,757+73.4% | $134,475+85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,449 | $5,619+32.6% | $4,951+50.4% | $4,740+57.2% |
| Participant deferral / active EE | $6,730 | $6,446+4.4% | $5,637+19.4% | $6,400+5.2% |
| Admin fee / account holder | $7,452 | $18,088-58.8% | $14,673-49.2% | $11,426-34.8% |