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 | $104,954 | $105,860-0.9% | $90,749+15.7% | $134,475-22.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -8.71% | -11.01%+2.3pp | -12.16%+3.5pp | 417.96%-426.7pp |
| Employer contribution / active EE | $691 | $3,462-80.0% | $2,921-76.3% | $4,740-85.4% |
| Participant deferral / active EE | $2,068 | $5,216-60.4% | $4,564-54.7% | $6,400-67.7% |
| Admin fee / account holder | $7,517 | $13,938-46.1% | $8,445-11.0% | $11,426-34.2% |