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 | $100,022 | $127,100-21.3% | $105,738-5.4% | $135,375-26.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 76.3%+16.0pp | 82.6%+9.7pp |
| Annual return | -7.08% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,709 | $5,064-66.3% | $4,080-58.1% | $5,609-69.5% |
| Admin fee / account holder | $4,006 | $9,087-55.9% | $6,913-42.1% | $10,827-63.0% |