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 | $121,386 | $149,333-18.7% | $106,387+14.1% | $135,375-10.3% |
| Participation rate | 75.0% | 81.5%-6.5pp | 77.5%-2.5pp | 82.6%-7.6pp |
| Annual return | -6.25% | 0.52%-6.8pp | 0.25%-6.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,475 | $4,984-10.2% | $3,520+27.1% | $4,779-6.4% |
| Participant deferral / active EE | $8,795 | $7,230+21.6% | $5,421+62.2% | $5,609+56.8% |
| Admin fee / account holder | $14,051 | $15,952-11.9% | $7,510+87.1% | $10,827+29.8% |