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 | $211,872 | $167,484+26.5% | $151,611+39.7% | $134,475+57.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.56% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.5pp |
| Employer contribution / active EE | $4,380 | $6,829-35.9% | $6,166-29.0% | $4,740-7.6% |
| Participant deferral / active EE | $11,007 | $8,986+22.5% | $8,363+31.6% | $6,400+72.0% |
| Admin fee / account holder | $2,102 | $13,783-84.8% | $11,616-81.9% | $11,426-81.6% |