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 | $159,196 | $82,664+92.6% | $125,339+27.0% | $68,494+132.4% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,624 | $3,381+36.8% | $4,814-3.9% | $2,596+78.1% |
| Participant deferral / active EE | $14,384 | $6,110+135.4% | $7,446+93.2% | $4,027+257.2% |
| Admin fee / account holder | $2,475 | $6,275-60.6% | $10,010-75.3% | $5,403-54.2% |