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 | $144,964 | $142,344+1.8% | $119,609+21.2% | $134,475+7.8% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -16.95% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,867 | $5,222-64.2% | $4,232-55.9% | $4,740-60.6% |
| Participant deferral / active EE | $2,749 | $6,469-57.5% | $5,602-50.9% | $6,400-57.0% |
| Admin fee / account holder | $565 | $13,584-95.8% | $10,323-94.5% | $11,426-95.1% |