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 | $80,156 | $73,867+8.5% | $143,757-44.2% | $68,494+17.0% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -18.26% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,405 | $3,184-24.5% | $4,951-51.4% | $2,596-7.4% |
| Participant deferral / active EE | $5,633 | $3,384+66.4% | $5,637-0.1% | $4,027+39.9% |
| Admin fee / account holder | $5,748 | $5,755-0.1% | $14,673-60.8% | $5,403+6.4% |