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 | $116,711 | $135,635-14.0% | $110,238+5.9% | $135,375-13.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -1.93% | 513.19%-515.1pp | 314.74%-316.7pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,061 | $4,906-78.4% | $3,826-72.3% | $4,779-77.8% |
| Participant deferral / active EE | $2,772 | $5,506-49.7% | $4,672-40.7% | $5,609-50.6% |
| Admin fee / account holder | $93,168 | $11,457+713.2% | $8,547+990.0% | $10,827+760.5% |