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 | $194,048 | $127,100+52.7% | $105,738+83.5% | $135,375+43.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 76.3%+18.7pp | 82.6%+12.4pp |
| Annual return | -7.01% | 4.49%-11.5pp | 6.27%-13.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $9,156 | $4,107+123.0% | $3,268+180.1% | $4,779+91.6% |
| Participant deferral / active EE | $5,121 | $5,064+1.1% | $4,080+25.5% | $5,609-8.7% |
| Admin fee / account holder | $861 | $9,087-90.5% | $6,913-87.5% | $10,827-92.0% |