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 | $113,912 | $64,707+76.0% | $112,228+1.5% | $68,494+66.3% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -14.38% | -11.40%-3.0pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,027 | $2,746-26.2% | $3,635-44.2% | $2,596-21.9% |
| Participant deferral / active EE | $4,771 | $3,565+33.8% | $4,728+0.9% | $4,027+18.5% |
| Admin fee / account holder | $3,602 | $5,232-31.1% | $6,410-43.8% | $5,403-33.3% |