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 | $81,647 | $59,805+36.5% | $79,550+2.6% | $68,494+19.2% |
| Participation rate | 74.6% | 61.1%+13.6pp | 69.5%+5.2pp | 67.9%+6.8pp |
| Annual return | -14.98% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,338 | $1,505+55.4% | $2,413-3.1% | $2,596-10.0% |
| Participant deferral / active EE | $4,718 | $3,024+56.0% | $3,985+18.4% | $4,027+17.2% |
| Admin fee / account holder | $10,391 | $4,835+114.9% | $6,832+52.1% | $5,403+92.3% |