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 | $174,648 | $167,484+4.3% | $151,611+15.2% | $134,475+29.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $4,653 | $6,829-31.9% | $6,166-24.5% | $4,740-1.8% |
| Participant deferral / active EE | $17,480 | $8,986+94.5% | $8,363+109.0% | $6,400+173.1% |
| Admin fee / account holder | $4,744 | $13,783-65.6% | $11,616-59.2% | $11,426-58.5% |