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 | $84,910 | $62,586+35.7% | $76,768+10.6% | $64,186+32.3% |
| Participation rate | 77.6% | 72.8%+4.7pp | 77.0%+0.6pp | 69.6%+8.0pp |
| Annual return | -2.33% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,164 | $1,832-36.5% | $2,485-53.2% | $2,381-51.1% |
| Participant deferral / active EE | $3,451 | $3,145+9.7% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $2,218 | $4,667-52.5% | $6,675-66.8% | $4,888-54.6% |