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 | $164,983 | $71,883+129.5% | $86,677+90.3% | $68,494+140.9% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -10.24% | 3.52%-13.8pp | 35.91%-46.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,448 | $2,173+12.7% | $2,836-13.7% | $2,596-5.7% |
| Participant deferral / active EE | $5,955 | $3,779+57.6% | $4,656+27.9% | $4,027+47.9% |
| Admin fee / account holder | $13,318 | $6,112+117.9% | $7,493+77.7% | $5,403+146.5% |