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 | $128,411 | $167,484-23.3% | $151,611-15.3% | $134,475-4.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -5.04% | 7.80%-12.8pp | 3.33%-8.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $3,411 | $6,829-50.1% | $6,166-44.7% | $4,740-28.0% |
| Participant deferral / active EE | $8,037 | $8,986-10.6% | $8,363-3.9% | $6,400+25.6% |
| Admin fee / account holder | $1,644 | $13,783-88.1% | $11,616-85.8% | $11,426-85.6% |