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 | $91,598 | $127,386-28.1% | $115,037-20.4% | $125,391-26.9% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -0.54% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,329 | $6,423+14.1% | $6,026+21.6% | $5,352+37.0% |
| Admin fee / account holder | $2,385 | $9,516-74.9% | $8,175-70.8% | $9,540-75.0% |