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 | $72,249 | $167,307-56.8% | $143,757-49.7% | $134,475-46.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -16.71% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,838 | $5,619-49.5% | $4,951-42.7% | $4,740-40.1% |
| Participant deferral / active EE | $5,251 | $6,446-18.5% | $5,637-6.8% | $6,400-17.9% |
| Admin fee / account holder | $1,350 | $18,088-92.5% | $14,673-90.8% | $11,426-88.2% |