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 8-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 | $65,062 | $62,586+4.0% | $76,768-15.2% | $64,186+1.4% |
| Participation rate | 79.6% | 72.8%+6.8pp | 77.0%+2.6pp | 69.6%+10.0pp |
| Annual return | 2.67% | -1.95%+4.6pp | 2.43%+0.2pp | 7.63%-5.0pp |
| Employer contribution / active EE | $916 | $1,832-50.0% | $2,485-63.1% | $2,381-61.5% |
| Participant deferral / active EE | $3,836 | $3,145+22.0% | $3,852-0.4% | $3,470+10.6% |
| Admin fee / account holder | $3,432 | $4,667-26.5% | $6,675-48.6% | $4,888-29.8% |