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 | $173,728 | $105,860+64.1% | $90,749+91.4% | $134,475+29.2% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | -20.10% | -11.01%-9.1pp | -12.16%-7.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,135 | $3,462+48.3% | $2,921+75.8% | $4,740+8.3% |
| Participant deferral / active EE | $10,700 | $5,216+105.2% | $4,564+134.4% | $6,400+67.2% |
| Admin fee / account holder | $334 | $13,938-97.6% | $8,445-96.0% | $11,426-97.1% |