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 | $178,576 | $94,529+88.9% | $140,016+27.5% | $64,186+178.2% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -5.91% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,853 | $3,812+27.3% | $5,606-13.4% | $2,381+103.8% |
| Participant deferral / active EE | $8,156 | $5,250+55.4% | $6,927+17.7% | $3,470+135.1% |
| Admin fee / account holder | $6,415 | $6,741-4.8% | $10,705-40.1% | $4,888+31.2% |