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 | $174,419 | $71,883+142.6% | $86,677+101.2% | $68,494+154.6% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -8.91% | 3.52%-12.4pp | 35.91%-44.8pp | -7.84%-1.1pp |
| Employer contribution / active EE | $9,436 | $2,173+334.3% | $2,836+232.7% | $2,596+263.4% |
| Participant deferral / active EE | $5,444 | $3,779+44.1% | $4,656+16.9% | $4,027+35.2% |
| Admin fee / account holder | $4,762 | $6,112-22.1% | $7,493-36.5% | $5,403-11.9% |