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 | $210,001 | $77,813+169.9% | $123,544+70.0% | $64,186+227.2% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,239 | $3,014+7.5% | $4,628-30.0% | $2,381+36.1% |
| Participant deferral / active EE | $6,803 | $5,240+29.8% | $6,426+5.9% | $3,470+96.1% |
| Admin fee / account holder | $14,870 | $5,519+169.4% | $9,284+60.2% | $4,888+204.2% |