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 | $165,559 | $62,586+164.5% | $76,768+115.7% | $64,186+157.9% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.1pp | 69.6%+25.5pp |
| Annual return | -3.84% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,684 | $1,832+101.1% | $2,485+48.2% | $2,381+54.7% |
| Participant deferral / active EE | $6,503 | $3,145+106.8% | $3,852+68.8% | $3,470+87.4% |
| Admin fee / account holder | $12,819 | $4,667+174.7% | $6,675+92.0% | $4,888+162.3% |