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 | $206,988 | $211,958-2.3% | $169,463+22.1% | $135,375+52.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -8.01% | 3.26%-11.3pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,893 | $5,120+15.1% | $4,159+41.7% | $4,779+23.3% |
| Participant deferral / active EE | $7,641 | $6,075+25.8% | $5,277+44.8% | $5,609+36.2% |
| Admin fee / account holder | $1,785 | $11,471-84.4% | $9,109-80.4% | $10,827-83.5% |