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 | $148,622 | $73,867+101.2% | $143,757+3.4% | $68,494+117.0% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -14.44% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,556 | $3,184-19.7% | $4,951-48.4% | $2,596-1.5% |
| Participant deferral / active EE | $5,849 | $3,384+72.8% | $5,637+3.8% | $4,027+45.2% |
| Admin fee / account holder | $77,308 | $5,755+1243.4% | $14,673+426.9% | $5,403+1330.9% |