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 | $89,369 | $131,829-32.2% | $108,579-17.7% | $273,961-67.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 4.28% | -91.57%+95.8pp | -51.70%+56.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,907 | $4,912-40.8% | $3,758-22.7% | $4,869-40.3% |
| Participant deferral / active EE | $6,444 | $5,127+25.7% | $4,311+49.5% | $5,287+21.9% |
| Admin fee / account holder | $1,531 | $10,252-85.1% | $7,645-80.0% | $10,132-84.9% |