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 | $53,069 | $77,813-31.8% | $123,544-57.0% | $64,186-17.3% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.5pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,494 | $3,014+15.9% | $4,628-24.5% | $2,381+46.8% |
| Participant deferral / active EE | $6,286 | $5,240+20.0% | $6,426-2.2% | $3,470+81.2% |
| Admin fee / account holder | $6,685 | $5,519+21.1% | $9,284-28.0% | $4,888+36.8% |