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 | $188,011 | $133,958+40.4% | $112,228+67.5% | $134,475+39.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.96% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $8,276 | $4,038+105.0% | $3,635+127.7% | $4,740+74.6% |
| Participant deferral / active EE | $8,389 | $5,291+58.6% | $4,728+77.4% | $6,400+31.1% |
| Admin fee / account holder | $2,713 | $7,489-63.8% | $6,410-57.7% | $11,426-76.3% |