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 | $79,425 | $81,900-3.0% | $119,609-33.6% | $68,494+16.0% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -8.55% | -23.82%+15.3pp | -14.97%+6.4pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,910 | $2,693-29.1% | $4,232-54.9% | $2,596-26.4% |
| Participant deferral / active EE | $4,813 | $4,148+16.0% | $5,602-14.1% | $4,027+19.5% |
| Admin fee / account holder | $6,090 | $6,582-7.5% | $10,323-41.0% | $5,403+12.7% |