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 | $189,533 | $71,883+163.7% | $86,677+118.7% | $68,494+176.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.02% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,977 | $2,173+129.0% | $2,836+75.5% | $2,596+91.7% |
| Participant deferral / active EE | $8,598 | $3,779+127.5% | $4,656+84.7% | $4,027+113.5% |
| Admin fee / account holder | $325 | $6,112-94.7% | $7,493-95.7% | $5,403-94.0% |