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 | $97,535 | $167,307-41.7% | $143,757-32.2% | $134,475-27.5% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -10.39% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,541 | $5,619-19.2% | $4,951-8.3% | $4,740-4.2% |
| Participant deferral / active EE | $6,158 | $6,446-4.5% | $5,637+9.2% | $6,400-3.8% |
| Admin fee / account holder | $736 | $18,088-95.9% | $14,673-95.0% | $11,426-93.6% |