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 | $84,175 | $81,900+2.8% | $119,609-29.6% | $68,494+22.9% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -13.59% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,313 | $2,693+23.0% | $4,232-21.7% | $2,596+27.6% |
| Participant deferral / active EE | $6,543 | $4,148+57.7% | $5,602+16.8% | $4,027+62.5% |
| Admin fee / account holder | $419 | $6,582-93.6% | $10,323-95.9% | $5,403-92.2% |