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 | $138,510 | $69,010+100.7% | $159,960-13.4% | $68,494+102.2% |
| Participation rate | 78.4% | 65.4%+13.0pp | 78.0%+0.4pp | 67.9%+10.5pp |
| Annual return | -16.35% | -9.65%-6.7pp | 408.60%-425.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,171 | $2,213+43.3% | $4,226-25.0% | $2,596+22.1% |
| Participant deferral / active EE | $5,636 | $4,212+33.8% | $6,182-8.8% | $4,027+40.0% |
| Admin fee / account holder | $4,637 | $4,798-3.4% | $8,698-46.7% | $5,403-14.2% |