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 | $145,555 | $61,660+136.1% | $80,019+81.9% | $64,186+126.8% |
| Participation rate | 78.0% | 71.7%+6.4pp | 75.8%+2.2pp | 69.6%+8.5pp |
| Annual return | -6.10% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,351 | $1,810-25.4% | $2,468-45.3% | $2,381-43.3% |
| Participant deferral / active EE | $4,035 | $2,968+36.0% | $3,686+9.5% | $3,470+16.3% |
| Admin fee / account holder | $1,768 | $5,417-67.4% | $6,521-72.9% | $4,888-63.8% |