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 | $206,460 | $82,664+149.8% | $125,339+64.7% | $68,494+201.4% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,947 | $3,381-42.4% | $4,814-59.5% | $2,596-25.0% |
| Participant deferral / active EE | $14,906 | $6,110+143.9% | $7,446+100.2% | $4,027+270.1% |
| Admin fee / account holder | $11,969 | $6,275+90.7% | $10,010+19.6% | $5,403+121.5% |