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 | $141,111 | $82,664+70.7% | $125,339+12.6% | $68,494+106.0% |
| Participation rate | 74.6% | 75.0%-0.5pp | 82.4%-7.8pp | 67.9%+6.7pp |
| Annual return | -10.47% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $14,442 | $3,381+327.1% | $4,814+200.0% | $2,596+456.3% |
| Participant deferral / active EE | $6,552 | $6,110+7.2% | $7,446-12.0% | $4,027+62.7% |
| Admin fee / account holder | $353 | $6,275-94.4% | $10,010-96.5% | $5,403-93.5% |