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 | $139,816 | $77,813+79.7% | $123,544+13.2% | $64,186+117.8% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -1.48% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,996 | $3,014-0.6% | $4,628-35.3% | $2,381+25.9% |
| Participant deferral / active EE | $8,029 | $5,240+53.2% | $6,426+24.9% | $3,470+131.4% |
| Admin fee / account holder | $2,162 | $5,519-60.8% | $9,284-76.7% | $4,888-55.8% |