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 | $83,379 | $59,805+39.4% | $79,550+4.8% | $68,494+21.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.16% | -12.30%+1.1pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $5,959 | $1,505+296.0% | $2,413+147.0% | $2,596+129.5% |
| Participant deferral / active EE | $5,180 | $3,024+71.3% | $3,985+30.0% | $4,027+28.6% |
| Admin fee / account holder | $4,097 | $4,835-15.3% | $6,832-40.0% | $5,403-24.2% |