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 | $112,017 | $167,307-33.0% | $143,757-22.1% | $134,475-16.7% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -18.49% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,187 | $5,619+27.9% | $4,951+45.2% | $4,740+51.6% |
| Participant deferral / active EE | $8,160 | $6,446+26.6% | $5,637+44.8% | $6,400+27.5% |
| Admin fee / account holder | $18,396 | $18,088+1.7% | $14,673+25.4% | $11,426+61.0% |