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 | $217,328 | $167,307+29.9% | $143,757+51.2% | $134,475+61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.28% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $7,424 | $5,619+32.1% | $4,951+50.0% | $4,740+56.6% |
| Participant deferral / active EE | $10,693 | $6,446+65.9% | $5,637+89.7% | $6,400+67.1% |
| Admin fee / account holder | $408 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |