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 | $52,093 | $99,032-47.4% | $80,019-34.9% | $135,375-61.5% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -6.00% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,915 | $3,043+28.6% | $2,468+58.6% | $4,779-18.1% |
| Participant deferral / active EE | $7,025 | $4,282+64.1% | $3,686+90.6% | $5,609+25.3% |
| Admin fee / account holder | $1,263 | $10,436-87.9% | $6,521-80.6% | $10,827-88.3% |