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 | $63,338 | $45,863+38.1% | $77,024-17.8% | $68,494-7.5% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -14.43% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,537 | $1,650-6.8% | $2,812-45.4% | $2,596-40.8% |
| Participant deferral / active EE | $5,576 | $2,962+88.2% | $4,426+26.0% | $4,027+38.5% |
| Admin fee / account holder | $2,488 | $3,041-18.2% | $5,425-54.1% | $5,403-54.0% |