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 | $131,535 | $77,813+69.0% | $123,544+6.5% | $64,186+104.9% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -3.60% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $9,721 | $3,014+222.6% | $4,628+110.1% | $2,381+308.3% |
| Participant deferral / active EE | $7,512 | $5,240+43.4% | $6,426+16.9% | $3,470+116.5% |
| Admin fee / account holder | $3,374 | $5,519-38.9% | $9,284-63.7% | $4,888-31.0% |