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 | $160,587 | $167,307-4.0% | $143,757+11.7% | $134,475+19.4% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -6.71% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,876 | $5,619-48.8% | $4,951-41.9% | $4,740-39.3% |
| Participant deferral / active EE | $7,514 | $6,446+16.6% | $5,637+33.3% | $6,400+17.4% |
| Admin fee / account holder | $2,897 | $18,088-84.0% | $14,673-80.3% | $11,426-74.6% |