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 | $210,157 | $167,307+25.6% | $143,757+46.2% | $134,475+56.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -19.41% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $11,458 | $5,619+103.9% | $4,951+131.4% | $4,740+141.7% |
| Participant deferral / active EE | $9,064 | $6,446+40.6% | $5,637+60.8% | $6,400+41.6% |
| Admin fee / account holder | $5,840 | $18,088-67.7% | $14,673-60.2% | $11,426-48.9% |