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 | $106,683 | $99,640+7.1% | $86,436+23.4% | $134,475-20.7% |
| Participation rate | 81.3% | 82.0%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -0.81% | 6782.58%-6783.4pp | 4394.89%-4395.7pp | 417.96%-418.8pp |
| Employer contribution / active EE | $2,217 | $4,400-49.6% | $3,769-41.2% | $4,740-53.2% |
| Participant deferral / active EE | $4,072 | $7,246-43.8% | $6,952-41.4% | $6,400-36.4% |
| Admin fee / account holder | $44,363 | $8,371+429.9% | $6,731+559.1% | $11,426+288.3% |