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 | $97,110 | $72,404+34.1% | $110,238-11.9% | $64,186+51.3% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.2pp |
| Annual return | -5.57% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,926 | $2,282-15.6% | $3,826-49.7% | $2,381-19.1% |
| Participant deferral / active EE | $2,849 | $3,469-17.9% | $4,672-39.0% | $3,470-17.9% |
| Admin fee / account holder | $5,730 | $5,664+1.2% | $8,547-33.0% | $4,888+17.2% |