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 | $84,850 | $56,357+50.6% | $104,294-18.6% | $68,494+23.9% |
| Participation rate | 79.4% | 63.3%+16.2pp | 73.3%+6.2pp | 67.9%+11.5pp |
| Annual return | -17.25% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,668 | $1,960-14.9% | $3,372-50.5% | $2,596-35.8% |
| Participant deferral / active EE | $3,477 | $3,077+13.0% | $4,625-24.8% | $4,027-13.7% |
| Admin fee / account holder | $15,596 | $4,903+218.1% | $7,339+112.5% | $5,403+188.7% |