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 7-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 | $123,635 | $167,484-26.2% | $151,611-18.5% | $134,475-8.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.92% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,362 | $6,829-50.8% | $6,166-45.5% | $4,740-29.1% |
| Participant deferral / active EE | $15,348 | $8,986+70.8% | $8,363+83.5% | $6,400+139.8% |
| Admin fee / account holder | $2,338 | $13,783-83.0% | $11,616-79.9% | $11,426-79.5% |