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 | $110,108 | $190,805-42.3% | $159,960-31.2% | $134,475-18.1% |
| Participation rate | 76.5% | 81.9%-5.5pp | 78.0%-1.5pp | 81.2%-4.8pp |
| Annual return | -15.18% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,092 | $4,995-58.1% | $4,226-50.5% | $4,740-55.9% |
| Participant deferral / active EE | $8,227 | $6,923+18.8% | $6,182+33.1% | $6,400+28.5% |
| Admin fee / account holder | $5,389 | $10,471-48.5% | $8,698-38.0% | $11,426-52.8% |