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 | $71,777 | $50,958+40.9% | $74,550-3.7% | $64,186+11.8% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.3pp |
| Annual return | -3.88% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $624 | $1,115-44.0% | $1,961-68.2% | $2,381-73.8% |
| Participant deferral / active EE | $2,826 | $2,301+22.8% | $3,108-9.1% | $3,470-18.5% |
| Admin fee / account holder | $10,541 | $4,223+149.6% | $5,060+108.3% | $4,888+115.6% |