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 | $124,535 | $56,357+121.0% | $104,294+19.4% | $68,494+81.8% |
| Participation rate | 83.3% | 63.3%+20.1pp | 73.3%+10.1pp | 67.9%+15.4pp |
| Annual return | -17.21% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,589 | $1,960-18.9% | $3,372-52.9% | $2,596-38.8% |
| Participant deferral / active EE | $4,834 | $3,077+57.1% | $4,625+4.5% | $4,027+20.0% |
| Admin fee / account holder | $1,940 | $4,903-60.4% | $7,339-73.6% | $5,403-64.1% |