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 | $74,043 | $62,586+18.3% | $76,768-3.5% | $64,186+15.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -2.48% | -1.95%-0.5pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,168 | $1,832-36.2% | $2,485-53.0% | $2,381-50.9% |
| Participant deferral / active EE | $3,041 | $3,145-3.3% | $3,852-21.1% | $3,470-12.4% |
| Admin fee / account holder | $12,700 | $4,667+172.1% | $6,675+90.3% | $4,888+159.8% |