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 | $99,773 | $77,813+28.2% | $123,544-19.2% | $64,186+55.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -1.12% | 12.48%-13.6pp | 119.20%-120.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,704 | $3,014-43.5% | $4,628-63.2% | $2,381-28.4% |
| Participant deferral / active EE | $5,950 | $5,240+13.5% | $6,426-7.4% | $3,470+71.5% |
| Admin fee / account holder | $2,431 | $5,519-55.9% | $9,284-73.8% | $4,888-50.3% |