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 | $101,995 | $81,900+24.5% | $119,609-14.7% | $68,494+48.9% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -12.22% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,653 | $2,693-1.5% | $4,232-37.3% | $2,596+2.2% |
| Participant deferral / active EE | $4,017 | $4,148-3.2% | $5,602-28.3% | $4,027-0.3% |
| Admin fee / account holder | $7,144 | $6,582+8.5% | $10,323-30.8% | $5,403+32.2% |