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 | $241,217 | $82,664+191.8% | $125,339+92.5% | $68,494+252.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,042 | $3,381+49.1% | $4,814+4.8% | $2,596+94.2% |
| Participant deferral / active EE | $7,558 | $6,110+23.7% | $7,446+1.5% | $4,027+87.7% |
| Admin fee / account holder | $5,216 | $6,275-16.9% | $10,010-47.9% | $5,403-3.5% |