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 | $106,266 | $71,883+47.8% | $86,677+22.6% | $68,494+55.1% |
| Participation rate | 94.6% | 72.2%+22.4pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -11.85% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,305 | $2,173+6.1% | $2,836-18.7% | $2,596-11.2% |
| Participant deferral / active EE | $8,448 | $3,779+123.6% | $4,656+81.5% | $4,027+109.8% |
| Admin fee / account holder | $15,181 | $6,112+148.4% | $7,493+102.6% | $5,403+181.0% |