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 | $119,241 | $167,307-28.7% | $143,757-17.1% | $134,475-11.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.73% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,652 | $5,619-70.6% | $4,951-66.6% | $4,740-65.2% |
| Participant deferral / active EE | $9,716 | $6,446+50.7% | $5,637+72.4% | $6,400+51.8% |
| Admin fee / account holder | $5,580 | $18,088-69.1% | $14,673-62.0% | $11,426-51.2% |