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 | $108,844 | $167,484-35.0% | $151,611-28.2% | $134,475-19.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -13.44% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,550 | $6,829-77.3% | $6,166-74.9% | $4,740-67.3% |
| Participant deferral / active EE | $7,115 | $8,986-20.8% | $8,363-14.9% | $6,400+11.2% |
| Admin fee / account holder | $969 | $13,783-93.0% | $11,616-91.7% | $11,426-91.5% |