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 | $94,044 | $71,883+30.8% | $86,677+8.5% | $68,494+37.3% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -13.43% | 3.52%-17.0pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,380 | $2,173+55.6% | $2,836+19.2% | $2,596+30.2% |
| Participant deferral / active EE | $8,320 | $3,779+120.2% | $4,656+78.7% | $4,027+106.6% |
| Admin fee / account holder | $25,339 | $6,112+314.6% | $7,493+238.2% | $5,403+369.0% |