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 | $165,885 | $167,484-1.0% | $151,611+9.4% | $134,475+23.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -3.90% | 7.80%-11.7pp | 3.33%-7.2pp | 417.96%-421.9pp |
| Employer contribution / active EE | $1,636 | $6,829-76.0% | $6,166-73.5% | $4,740-65.5% |
| Participant deferral / active EE | $5,504 | $8,986-38.8% | $8,363-34.2% | $6,400-14.0% |
| Admin fee / account holder | $4,742 | $13,783-65.6% | $11,616-59.2% | $11,426-58.5% |