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 | $122,842 | $71,883+70.9% | $86,677+41.7% | $68,494+79.3% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -11.84% | 3.52%-15.4pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,522 | $2,173+16.0% | $2,836-11.1% | $2,596-2.9% |
| Participant deferral / active EE | $4,189 | $3,779+10.8% | $4,656-10.0% | $4,027+4.0% |
| Admin fee / account holder | $4,425 | $6,112-27.6% | $7,493-40.9% | $5,403-18.1% |