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 | $117,743 | $167,307-29.6% | $143,757-18.1% | $134,475-12.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.81% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $11,661 | $5,619+107.5% | $4,951+135.5% | $4,740+146.0% |
| Participant deferral / active EE | $6,250 | $6,446-3.0% | $5,637+10.9% | $6,400-2.3% |
| Admin fee / account holder | $125,987 | $18,088+596.5% | $14,673+758.6% | $11,426+1002.6% |