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 | $78,565 | $105,860-25.8% | $90,749-13.4% | $134,475-41.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -11.96% | -11.01%-0.9pp | -12.16%+0.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $690 | $3,462-80.1% | $2,921-76.4% | $4,740-85.4% |
| Participant deferral / active EE | $2,338 | $5,216-55.2% | $4,564-48.8% | $6,400-63.5% |
| Admin fee / account holder | $2,071 | $13,938-85.1% | $8,445-75.5% | $11,426-81.9% |