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 | $82,106 | $59,805+37.3% | $79,550+3.2% | $68,494+19.9% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -16.70% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,222 | $1,505+47.7% | $2,413-7.9% | $2,596-14.4% |
| Participant deferral / active EE | $3,916 | $3,024+29.5% | $3,985-1.7% | $4,027-2.8% |
| Admin fee / account holder | $3,265 | $4,835-32.5% | $6,832-52.2% | $5,403-39.6% |