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 | $112,256 | $167,307-32.9% | $143,757-21.9% | $134,475-16.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.93% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,745 | $5,619-33.4% | $4,951-24.4% | $4,740-21.0% |
| Participant deferral / active EE | $8,912 | $6,446+38.3% | $5,637+58.1% | $6,400+39.3% |
| Admin fee / account holder | $913 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |