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 | $127,136 | $167,307-24.0% | $143,757-11.6% | $134,475-5.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -11.25% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $4,215 | $5,619-25.0% | $4,951-14.9% | $4,740-11.1% |
| Participant deferral / active EE | $10,150 | $6,446+57.5% | $5,637+80.1% | $6,400+58.6% |
| Admin fee / account holder | $853 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |