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 | $96,189 | $167,484-42.6% | $151,611-36.6% | $134,475-28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,426 | $6,829-64.5% | $6,166-60.7% | $4,740-48.8% |
| Participant deferral / active EE | $5,390 | $8,986-40.0% | $8,363-35.5% | $6,400-15.8% |
| Admin fee / account holder | $1,274 | $13,783-90.8% | $11,616-89.0% | $11,426-88.9% |