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 | $69,784 | $61,660+13.2% | $80,019-12.8% | $64,186+8.7% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -6.71% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,903 | $1,810+5.1% | $2,468-22.9% | $2,381-20.1% |
| Participant deferral / active EE | $5,167 | $2,968+74.1% | $3,686+40.2% | $3,470+48.9% |
| Admin fee / account holder | $931 | $5,417-82.8% | $6,521-85.7% | $4,888-80.9% |