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 | $152,341 | $133,958+13.7% | $112,228+35.7% | $134,475+13.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -15.45% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,384 | $4,038+8.6% | $3,635+20.6% | $4,740-7.5% |
| Participant deferral / active EE | $12,886 | $5,291+143.6% | $4,728+172.5% | $6,400+101.3% |
| Admin fee / account holder | $750 | $7,489-90.0% | $6,410-88.3% | $11,426-93.4% |