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 | $139,135 | $62,586+122.3% | $76,768+81.2% | $64,186+116.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.97% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,680 | $1,832-8.3% | $2,485-32.4% | $2,381-29.4% |
| Participant deferral / active EE | $3,262 | $3,145+3.7% | $3,852-15.3% | $3,470-6.0% |
| Admin fee / account holder | $79,887 | $4,667+1611.8% | $6,675+1096.8% | $4,888+1534.3% |