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 | $105,840 | $100,754+5.0% | $86,677+22.1% | $134,475-21.3% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -19.69% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,403 | $3,489-59.8% | $2,836-50.5% | $4,740-70.4% |
| Participant deferral / active EE | $2,787 | $5,338-47.8% | $4,656-40.1% | $6,400-56.4% |
| Admin fee / account holder | $6,292 | $10,926-42.4% | $7,493-16.0% | $11,426-44.9% |