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 | $200,392 | $167,307+19.8% | $143,757+39.4% | $134,475+49.0% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -14.56% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,621 | $5,619-53.4% | $4,951-47.1% | $4,740-44.7% |
| Participant deferral / active EE | $3,504 | $6,446-45.6% | $5,637-37.8% | $6,400-45.2% |
| Admin fee / account holder | $652 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |