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 | $156,406 | $167,307-6.5% | $143,757+8.8% | $134,475+16.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -20.01% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,884 | $5,619-48.7% | $4,951-41.7% | $4,740-39.1% |
| Participant deferral / active EE | $7,923 | $6,446+22.9% | $5,637+40.6% | $6,400+23.8% |
| Admin fee / account holder | $6,215 | $18,088-65.6% | $14,673-57.6% | $11,426-45.6% |