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 | $220,339 | $82,664+166.5% | $125,339+75.8% | $68,494+221.7% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $841 | $3,381-75.1% | $4,814-82.5% | $2,596-67.6% |
| Participant deferral / active EE | $6,442 | $6,110+5.4% | $7,446-13.5% | $4,027+60.0% |
| Admin fee / account holder | $2,382 | $6,275-62.0% | $10,010-76.2% | $5,403-55.9% |