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 | $120,394 | $167,307-28.0% | $143,757-16.3% | $134,475-10.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -13.68% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,494 | $5,619-2.2% | $4,951+11.0% | $4,740+15.9% |
| Participant deferral / active EE | $5,407 | $6,446-16.1% | $5,637-4.1% | $6,400-15.5% |
| Admin fee / account holder | $2,556 | $18,088-85.9% | $14,673-82.6% | $11,426-77.6% |