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 | $132,996 | $92,222+44.2% | $76,768+73.2% | $135,375-1.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.26% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,451 | $3,216-54.9% | $2,485-41.6% | $4,779-69.6% |
| Participant deferral / active EE | $6,648 | $4,509+47.4% | $3,852+72.6% | $5,609+18.5% |
| Admin fee / account holder | $2,172 | $10,748-79.8% | $6,675-67.5% | $10,827-79.9% |