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 | $184,088 | $105,860+73.9% | $90,749+102.9% | $134,475+36.9% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -9.91% | -11.01%+1.1pp | -12.16%+2.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $859 | $3,462-75.2% | $2,921-70.6% | $4,740-81.9% |
| Participant deferral / active EE | $4,937 | $5,216-5.3% | $4,564+8.2% | $6,400-22.9% |
| Admin fee / account holder | $56,888 | $13,938+308.2% | $8,445+573.7% | $11,426+397.9% |