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 | $56,426 | $50,958+10.7% | $74,550-24.3% | $64,186-12.1% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.1%+1.2pp | 69.6%+0.8pp |
| Annual return | -5.17% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $513 | $1,115-54.0% | $1,961-73.8% | $2,381-78.5% |
| Participant deferral / active EE | $3,259 | $2,301+41.6% | $3,108+4.9% | $3,470-6.1% |
| Admin fee / account holder | $2,810 | $4,223-33.5% | $5,060-44.5% | $4,888-42.5% |