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 | $109,500 | $58,577+86.9% | $83,333+31.4% | $64,186+70.6% |
| Participation rate | 73.8% | 72.0%+1.8pp | 77.8%-4.0pp | 69.6%+4.2pp |
| Annual return | -4.69% | 9.65%-14.3pp | 10.63%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,022 | $4,654-56.5% | $5,565-63.7% | $3,470-41.7% |
| Admin fee / account holder | $4,247 | $9,275-54.2% | $7,510-43.5% | $4,888-13.1% |