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 9-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 | $187,051 | $167,307+11.8% | $143,757+30.1% | $134,475+39.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.50% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,831 | $5,619-31.8% | $4,951-22.6% | $4,740-19.2% |
| Participant deferral / active EE | $4,013 | $6,446-37.7% | $5,637-28.8% | $6,400-37.3% |
| Admin fee / account holder | $14,119 | $18,088-21.9% | $14,673-3.8% | $11,426+23.6% |