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 | $104,501 | $129,942-19.6% | $104,294+0.2% | $134,475-22.3% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -15.78% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,817 | $4,184-8.8% | $3,372+13.2% | $4,740-19.5% |
| Participant deferral / active EE | $7,941 | $5,588+42.1% | $4,625+71.7% | $6,400+24.1% |
| Admin fee / account holder | $2,802 | $9,323-69.9% | $7,339-61.8% | $11,426-75.5% |