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 | $154,561 | $82,664+87.0% | $125,339+23.3% | $68,494+125.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,460 | $3,381+31.9% | $4,814-7.3% | $2,596+71.8% |
| Participant deferral / active EE | $7,698 | $6,110+26.0% | $7,446+3.4% | $4,027+91.2% |
| Admin fee / account holder | $1,919 | $6,275-69.4% | $10,010-80.8% | $5,403-64.5% |