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 | $119,024 | $73,004+63.0% | $90,749+31.2% | $68,494+73.8% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -11.23% | -13.81%+2.6pp | -12.16%+0.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $10,472 | $2,193+377.6% | $2,921+258.5% | $2,596+303.4% |
| Participant deferral / active EE | $2,280 | $3,627-37.1% | $4,564-50.0% | $4,027-43.4% |
| Admin fee / account holder | $6,715 | $5,896+13.9% | $8,445-20.5% | $5,403+24.3% |