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 | $102,941 | $167,307-38.5% | $143,757-28.4% | $134,475-23.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.36% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $9,563 | $5,619+70.2% | $4,951+93.1% | $4,740+101.8% |
| Participant deferral / active EE | $4,797 | $6,446-25.6% | $5,637-14.9% | $6,400-25.1% |
| Admin fee / account holder | $774 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |