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 | $118,524 | $167,307-29.2% | $143,757-17.6% | $134,475-11.9% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -18.54% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,977 | $5,619-47.0% | $4,951-39.9% | $4,740-37.2% |
| Participant deferral / active EE | $7,655 | $6,446+18.8% | $5,637+35.8% | $6,400+19.6% |
| Admin fee / account holder | $853 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |