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 | $97,454 | $167,307-41.8% | $143,757-32.2% | $134,475-27.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.43% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,373 | $5,619-40.0% | $4,951-31.9% | $4,740-28.8% |
| Participant deferral / active EE | $9,834 | $6,446+52.6% | $5,637+74.5% | $6,400+53.7% |
| Admin fee / account holder | $569 | $18,088-96.9% | $14,673-96.1% | $11,426-95.0% |