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 | $158,965 | $82,664+92.3% | $125,339+26.8% | $68,494+132.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,917 | $3,381-43.3% | $4,814-60.2% | $2,596-26.1% |
| Participant deferral / active EE | $7,296 | $6,110+19.4% | $7,446-2.0% | $4,027+81.2% |
| Admin fee / account holder | $10,029 | $6,275+59.8% | $10,010+0.2% | $5,403+85.6% |