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 | $128,887 | $167,484-23.0% | $151,611-15.0% | $134,475-4.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -18.33% | 7.80%-26.1pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,777 | $6,829-15.4% | $6,166-6.3% | $4,740+21.9% |
| Participant deferral / active EE | $11,035 | $8,986+22.8% | $8,363+31.9% | $6,400+72.4% |
| Admin fee / account holder | $5,669 | $13,783-58.9% | $11,616-51.2% | $11,426-50.4% |