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 | $176,432 | $140,588+25.5% | $123,104+43.3% | $125,391+40.7% |
| Participation rate | 86.7% | 88.2%-1.5pp | 86.8%-0.1pp | 83.2%+3.5pp |
| Annual return | -2.34% | 16.80%-19.1pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,022 | $6,980+57.9% | $6,230+76.9% | $5,352+106.0% |
| Admin fee / account holder | $13,813 | $11,198+23.4% | $9,015+53.2% | $9,540+44.8% |