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 | $134,915 | $167,307-19.4% | $143,757-6.2% | $134,475+0.3% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -15.12% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,225 | $5,619-42.6% | $4,951-34.9% | $4,740-31.9% |
| Participant deferral / active EE | $5,751 | $6,446-10.8% | $5,637+2.0% | $6,400-10.1% |
| Admin fee / account holder | $85,098 | $18,088+370.5% | $14,673+480.0% | $11,426+644.8% |