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 | $194,447 | $142,344+36.6% | $119,609+62.6% | $134,475+44.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.81% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,826 | $5,222+11.6% | $4,232+37.7% | $4,740+22.9% |
| Participant deferral / active EE | $10,767 | $6,469+66.4% | $5,602+92.2% | $6,400+68.2% |
| Admin fee / account holder | $2,180 | $13,584-84.0% | $10,323-78.9% | $11,426-80.9% |