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 | $101,050 | $168,632-40.1% | $147,614-31.5% | $125,391-19.4% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -2.42% | 77.65%-80.1pp | 61.98%-64.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,621 | $6,252-74.1% | $5,564-70.9% | $4,866-66.7% |
| Participant deferral / active EE | $3,011 | $5,507-45.3% | $4,895-38.5% | $5,352-43.7% |
| Admin fee / account holder | $9,053 | $13,580-33.3% | $11,611-22.0% | $9,540-5.1% |