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 9-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 | $96,192 | $107,791-10.8% | $90,645+6.1% | $135,375-28.9% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | 4.46% | -0.90%+5.4pp | 1.88%+2.6pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,408 | $3,018-20.2% | $2,532-4.9% | $4,779-49.6% |
| Participant deferral / active EE | $3,022 | $3,872-22.0% | $3,425-11.8% | $5,609-46.1% |
| Admin fee / account holder | $2,217 | $5,930-62.6% | $4,994-55.6% | $10,827-79.5% |