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 8-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 | $96,464 | $73,867+30.6% | $143,757-32.9% | $68,494+40.8% |
| Participation rate | 82.2% | 66.7%+15.6pp | 80.3%+1.9pp | 67.9%+14.3pp |
| Annual return | -18.49% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,977 | $3,184+24.9% | $4,951-19.7% | $2,596+53.2% |
| Participant deferral / active EE | $9,312 | $3,384+175.1% | $5,637+65.2% | $4,027+131.2% |
| Admin fee / account holder | $9,450 | $5,755+64.2% | $14,673-35.6% | $5,403+74.9% |