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 | $79,902 | $71,883+11.2% | $86,677-7.8% | $68,494+16.7% |
| Participation rate | 76.2% | 72.2%+4.0pp | 76.6%-0.4pp | 67.9%+8.3pp |
| Annual return | -15.57% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,522 | $2,173-29.9% | $2,836-46.3% | $2,596-41.4% |
| Participant deferral / active EE | $3,654 | $3,779-3.3% | $4,656-21.5% | $4,027-9.3% |
| Admin fee / account holder | $10,520 | $6,112+72.1% | $7,493+40.4% | $5,403+94.7% |