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 | $240,509 | $133,958+79.5% | $112,228+114.3% | $134,475+78.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -17.81% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,469 | $4,038-14.1% | $3,635-4.5% | $4,740-26.8% |
| Participant deferral / active EE | $8,346 | $5,291+57.7% | $4,728+76.5% | $6,400+30.4% |
| Admin fee / account holder | $5,358 | $7,489-28.5% | $6,410-16.4% | $11,426-53.1% |