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 9-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 | $75,736 | $127,386-40.5% | $115,037-34.2% | $125,391-39.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -0.81% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,669 | $5,166-48.3% | $4,608-42.1% | $4,866-45.1% |
| Participant deferral / active EE | $5,387 | $6,423-16.1% | $6,026-10.6% | $5,352+0.7% |
| Admin fee / account holder | $546 | $9,516-94.3% | $8,175-93.3% | $9,540-94.3% |