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 | $94,134 | $65,703+43.3% | $94,224-0.1% | $59,632+57.9% |
| Participation rate | 98.2% | 72.1%+26.1pp | 78.8%+19.4pp | 68.7%+29.5pp |
| Annual return | -0.51% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,709 | $2,021-15.4% | $3,587-52.4% | $2,203-22.4% |
| Participant deferral / active EE | $3,694 | $3,143+17.5% | $4,320-14.5% | $3,192+15.7% |
| Admin fee / account holder | $2,401 | $4,264-43.7% | $6,269-61.7% | $4,297-44.1% |