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 | $93,154 | $127,386-26.9% | $115,037-19.0% | $125,391-25.7% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,815 | $5,166-26.1% | $4,608-17.2% | $4,866-21.6% |
| Participant deferral / active EE | $9,845 | $6,423+53.3% | $6,026+63.4% | $5,352+84.0% |
| Admin fee / account holder | $975 | $9,516-89.8% | $8,175-88.1% | $9,540-89.8% |