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 | $196,321 | $100,754+94.9% | $86,677+126.5% | $134,475+46.0% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -11.49% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,144 | $3,489-9.9% | $2,836+10.9% | $4,740-33.7% |
| Participant deferral / active EE | $7,642 | $5,338+43.2% | $4,656+64.2% | $6,400+19.4% |
| Admin fee / account holder | $7,262 | $10,926-33.5% | $7,493-3.1% | $11,426-36.4% |