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 | $108,441 | $100,754+7.6% | $86,677+25.1% | $134,475-19.4% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -19.42% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,149 | $3,489-67.1% | $2,836-59.5% | $4,740-75.8% |
| Participant deferral / active EE | $4,120 | $5,338-22.8% | $4,656-11.5% | $6,400-35.6% |
| Admin fee / account holder | $707 | $10,926-93.5% | $7,493-90.6% | $11,426-93.8% |