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 | $113,711 | $81,900+38.8% | $119,609-4.9% | $68,494+66.0% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+14.9pp | 67.9%+26.3pp |
| Annual return | -15.24% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,816 | $2,693+4.5% | $4,232-33.5% | $2,596+8.5% |
| Participant deferral / active EE | $5,145 | $4,148+24.0% | $5,602-8.2% | $4,027+27.8% |
| Admin fee / account holder | $34,325 | $6,582+421.5% | $10,323+232.5% | $5,403+535.3% |