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 | $114,890 | $62,586+83.6% | $76,768+49.7% | $64,186+79.0% |
| Participation rate | 94.0% | 72.8%+21.2pp | 77.0%+17.1pp | 69.6%+24.5pp |
| Annual return | -5.32% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,395 | $1,832+30.7% | $2,485-3.6% | $2,381+0.6% |
| Participant deferral / active EE | $5,435 | $3,145+72.8% | $3,852+41.1% | $3,470+56.7% |
| Admin fee / account holder | $17,894 | $4,667+283.4% | $6,675+168.1% | $4,888+266.1% |