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 | $32,637 | $127,386-74.4% | $115,037-71.6% | $125,391-74.0% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,154 | $5,166-77.7% | $4,608-75.0% | $4,866-76.3% |
| Participant deferral / active EE | $2,159 | $6,423-66.4% | $6,026-64.2% | $5,352-59.6% |
| Admin fee / account holder | $3,533 | $9,516-62.9% | $8,175-56.8% | $9,540-63.0% |