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 | $84,597 | $77,813+8.7% | $123,544-31.5% | $64,186+31.8% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -7.85% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,536 | $3,014-15.9% | $4,628-45.2% | $2,381+6.5% |
| Participant deferral / active EE | $7,031 | $5,240+34.2% | $6,426+9.4% | $3,470+102.7% |
| Admin fee / account holder | $5,991 | $5,519+8.6% | $9,284-35.5% | $4,888+22.6% |