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 | $221,755 | $99,640+122.6% | $86,436+156.6% | $134,475+64.9% |
| Participation rate | 81.3% | 82.0%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -17.11% | 6782.58%-6799.7pp | 4394.89%-4412.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $9,306 | $4,400+111.5% | $3,769+146.9% | $4,740+96.3% |
| Participant deferral / active EE | $2,681 | $7,246-63.0% | $6,952-61.4% | $6,400-58.1% |
| Admin fee / account holder | $1,118 | $8,371-86.6% | $6,731-83.4% | $11,426-90.2% |