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 | $97,383 | $110,094-11.5% | $151,611-35.8% | $68,494+42.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -17.61% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $9,979 | $4,471+123.2% | $6,166+61.8% | $2,596+284.3% |
| Participant deferral / active EE | $5,405 | $6,527-17.2% | $8,363-35.4% | $4,027+34.2% |
| Admin fee / account holder | $7,470 | $7,719-3.2% | $11,616-35.7% | $5,403+38.3% |