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 | $69,776 | $167,484-58.3% | $151,611-54.0% | $134,475-48.1% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -4.84% | 7.80%-12.6pp | 3.33%-8.2pp | 417.96%-422.8pp |
| Employer contribution / active EE | $2,691 | $6,829-60.6% | $6,166-56.4% | $4,740-43.2% |
| Participant deferral / active EE | $4,239 | $8,986-52.8% | $8,363-49.3% | $6,400-33.8% |
| Admin fee / account holder | $143,875 | $13,783+943.9% | $11,616+1138.6% | $11,426+1159.2% |