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 | $135,874 | $81,900+65.9% | $119,609+13.6% | $68,494+98.4% |
| Participation rate | 86.7% | 71.9%+14.9pp | 79.3%+7.5pp | 67.9%+18.9pp |
| Annual return | 8.89% | -23.82%+32.7pp | -14.97%+23.9pp | -7.84%+16.7pp |
| Employer contribution / active EE | $1,656 | $2,693-38.5% | $4,232-60.9% | $2,596-36.2% |
| Participant deferral / active EE | $4,895 | $4,148+18.0% | $5,602-12.6% | $4,027+21.5% |
| Admin fee / account holder | $3,161 | $6,582-52.0% | $10,323-69.4% | $5,403-41.5% |