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 9-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 | $132,160 | $133,958-1.3% | $112,228+17.8% | $134,475-1.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.18% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,331 | $4,038-42.3% | $3,635-35.9% | $4,740-50.8% |
| Participant deferral / active EE | $8,648 | $5,291+63.5% | $4,728+82.9% | $6,400+35.1% |
| Admin fee / account holder | $1,375 | $7,489-81.6% | $6,410-78.5% | $11,426-88.0% |