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 | $91,013 | $81,900+11.1% | $119,609-23.9% | $68,494+32.9% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -8.94% | -23.82%+14.9pp | -14.97%+6.0pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,233 | $4,148-22.1% | $5,602-42.3% | $4,027-19.7% |
| Admin fee / account holder | $2,057 | $6,582-68.7% | $10,323-80.1% | $5,403-61.9% |