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 | $100,689 | $167,307-39.8% | $143,757-30.0% | $134,475-25.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,309 | $5,619-76.7% | $4,951-73.6% | $4,740-72.4% |
| Participant deferral / active EE | $5,726 | $6,446-11.2% | $5,637+1.6% | $6,400-10.5% |
| Admin fee / account holder | $5,054 | $18,088-72.1% | $14,673-65.6% | $11,426-55.8% |