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 | $169,031 | $77,813+117.2% | $123,544+36.8% | $64,186+163.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.30% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,604 | $3,014-46.8% | $4,628-65.3% | $2,381-32.6% |
| Participant deferral / active EE | $7,532 | $5,240+43.7% | $6,426+17.2% | $3,470+117.1% |
| Admin fee / account holder | $13,003 | $5,519+135.6% | $9,284+40.1% | $4,888+166.0% |