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 | $112,305 | $167,307-32.9% | $143,757-21.9% | $134,475-16.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.83% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $8,480 | $5,619+50.9% | $4,951+71.3% | $4,740+78.9% |
| Participant deferral / active EE | $4,205 | $6,446-34.8% | $5,637-25.4% | $6,400-34.3% |
| Admin fee / account holder | $3,374 | $18,088-81.3% | $14,673-77.0% | $11,426-70.5% |