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 | $77,470 | $81,900-5.4% | $119,609-35.2% | $68,494+13.1% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -11.20% | -23.82%+12.6pp | -14.97%+3.8pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,354 | $2,693-49.7% | $4,232-68.0% | $2,596-47.8% |
| Participant deferral / active EE | $6,740 | $4,148+62.5% | $5,602+20.3% | $4,027+67.4% |
| Admin fee / account holder | $10,742 | $6,582+63.2% | $10,323+4.1% | $5,403+98.8% |