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 | $117,952 | $92,222+27.9% | $76,768+53.6% | $135,375-12.9% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | -3.51% | 5.46%-9.0pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,903 | $4,509+30.9% | $3,852+53.3% | $5,609+5.3% |
| Admin fee / account holder | $7,211 | $10,748-32.9% | $6,675+8.0% | $10,827-33.4% |