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 | $165,587 | $64,707+155.9% | $112,228+47.5% | $68,494+141.8% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -15.64% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $11,281 | $2,746+310.8% | $3,635+210.4% | $2,596+334.5% |
| Participant deferral / active EE | $7,319 | $3,565+105.3% | $4,728+54.8% | $4,027+81.7% |
| Admin fee / account holder | $15,304 | $5,232+192.5% | $6,410+138.7% | $5,403+183.3% |