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 9-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 | $127,221 | $77,813+63.5% | $123,544+3.0% | $64,186+98.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,755 | $3,014-8.6% | $4,628-40.5% | $2,381+15.7% |
| Participant deferral / active EE | $7,139 | $5,240+36.2% | $6,426+11.1% | $3,470+105.7% |
| Admin fee / account holder | $4,674 | $5,519-15.3% | $9,284-49.7% | $4,888-4.4% |