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 | $176,296 | $167,484+5.3% | $151,611+16.3% | $134,475+31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.56% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,477 | $6,829-49.1% | $6,166-43.6% | $4,740-26.6% |
| Participant deferral / active EE | $4,947 | $8,986-44.9% | $8,363-40.8% | $6,400-22.7% |
| Admin fee / account holder | $2,633 | $13,783-80.9% | $11,616-77.3% | $11,426-77.0% |