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 | $126,643 | $59,805+111.8% | $79,550+59.2% | $68,494+84.9% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -15.79% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,875 | $1,505+91.1% | $2,413+19.2% | $2,596+10.8% |
| Participant deferral / active EE | $8,251 | $3,024+172.8% | $3,985+107.1% | $4,027+104.9% |
| Admin fee / account holder | $20,349 | $4,835+320.9% | $6,832+197.8% | $5,403+276.6% |