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 6-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 | $203,068 | $175,600+15.6% | $129,110+57.3% | $134,475+51.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -9.56% | -11.39%+1.8pp | -10.94%+1.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $8,001 | $6,355+25.9% | $5,052+58.4% | $4,740+68.8% |
| Participant deferral / active EE | $4,652 | $7,975-41.7% | $6,542-28.9% | $6,400-27.3% |
| Admin fee / account holder | $2,427 | $23,567-89.7% | $14,302-83.0% | $11,426-78.8% |