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 | $90,015 | $62,586+43.8% | $76,768+17.3% | $64,186+40.2% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.5pp |
| Annual return | -4.33% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,890 | $1,832+3.2% | $2,485-23.9% | $2,381-20.6% |
| Participant deferral / active EE | $3,959 | $3,145+25.9% | $3,852+2.8% | $3,470+14.1% |
| Admin fee / account holder | $3,872 | $4,667-17.0% | $6,675-42.0% | $4,888-20.8% |