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 | $83,327 | $77,813+7.1% | $123,544-32.6% | $64,186+29.8% |
| Participation rate | 71.9% | 74.7%-2.8pp | 82.3%-10.4pp | 69.6%+2.4pp |
| Annual return | -8.04% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,832 | $3,014-6.0% | $4,628-38.8% | $2,381+19.0% |
| Participant deferral / active EE | $7,033 | $5,240+34.2% | $6,426+9.5% | $3,470+102.7% |
| Admin fee / account holder | $6,782 | $5,519+22.9% | $9,284-26.9% | $4,888+38.7% |