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 | $93,295 | $81,900+13.9% | $119,609-22.0% | $68,494+36.2% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,880 | $2,693+6.9% | $4,232-32.0% | $2,596+10.9% |
| Participant deferral / active EE | $6,568 | $4,148+58.4% | $5,602+17.2% | $4,027+63.1% |
| Admin fee / account holder | $12,435 | $6,582+88.9% | $10,323+20.5% | $5,403+130.2% |