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 7-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 | $240,949 | $56,357+327.5% | $104,294+131.0% | $68,494+251.8% |
| Participation rate | 91.3% | 63.3%+28.1pp | 73.3%+18.0pp | 67.9%+23.4pp |
| Annual return | -18.57% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,526 | $1,960+130.9% | $3,372+34.2% | $2,596+74.3% |
| Participant deferral / active EE | $11,183 | $3,077+263.4% | $4,625+141.8% | $4,027+177.7% |
| Admin fee / account holder | $779 | $4,903-84.1% | $7,339-89.4% | $5,403-85.6% |