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 | $122,305 | $167,484-27.0% | $151,611-19.3% | $134,475-9.1% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -18.36% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,129 | $6,829-39.5% | $6,166-33.0% | $4,740-12.9% |
| Participant deferral / active EE | $15,998 | $8,986+78.0% | $8,363+91.3% | $6,400+150.0% |
| Admin fee / account holder | $1,084 | $13,783-92.1% | $11,616-90.7% | $11,426-90.5% |