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 | $93,011 | $142,344-34.7% | $119,609-22.2% | $134,475-30.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -15.37% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,343 | $5,222-36.0% | $4,232-21.0% | $4,740-29.5% |
| Participant deferral / active EE | $4,816 | $6,469-25.6% | $5,602-14.0% | $6,400-24.7% |
| Admin fee / account holder | $8,258 | $13,584-39.2% | $10,323-20.0% | $11,426-27.7% |