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 | $171,305 | $100,754+70.0% | $86,677+97.6% | $134,475+27.4% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -7.81% | 29.04%-36.8pp | 35.91%-43.7pp | 417.96%-425.8pp |
| Employer contribution / active EE | $13,413 | $3,489+284.4% | $2,836+372.9% | $4,740+183.0% |
| Participant deferral / active EE | $4,923 | $5,338-7.8% | $4,656+5.7% | $6,400-23.1% |
| Admin fee / account holder | $4,020 | $10,926-63.2% | $7,493-46.4% | $11,426-64.8% |