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 | $129,824 | $77,813+66.8% | $123,544+5.1% | $64,186+102.3% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.3%-10.3pp | 69.6%+2.4pp |
| Annual return | -4.21% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,528 | $3,014-49.3% | $4,628-67.0% | $2,381-35.8% |
| Participant deferral / active EE | $2,918 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $3,172 | $5,519-42.5% | $9,284-65.8% | $4,888-35.1% |