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 | $137,907 | $110,094+25.3% | $151,611-9.0% | $68,494+101.3% |
| Participation rate | 74.4% | 84.0%-9.5pp | 87.5%-13.1pp | 67.9%+6.5pp |
| Annual return | -15.72% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,829 | $4,471-59.1% | $6,166-70.3% | $2,596-29.5% |
| Participant deferral / active EE | $7,318 | $6,527+12.1% | $8,363-12.5% | $4,027+81.7% |
| Admin fee / account holder | $4,113 | $7,719-46.7% | $11,616-64.6% | $5,403-23.9% |