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 | $161,778 | $167,307-3.3% | $143,757+12.5% | $134,475+20.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.37% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,753 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $2,313 | $6,446-64.1% | $5,637-59.0% | $6,400-63.9% |
| Admin fee / account holder | $12,725 | $18,088-29.7% | $14,673-13.3% | $11,426+11.4% |