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 | $69,573 | $167,307-58.4% | $143,757-51.6% | $134,475-48.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -8.11% | 0.46%-8.6pp | -0.04%-8.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $2,638 | $5,619-53.1% | $4,951-46.7% | $4,740-44.4% |
| Participant deferral / active EE | $6,610 | $6,446+2.5% | $5,637+17.3% | $6,400+3.3% |
| Admin fee / account holder | $1,714 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |