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 | $95,174 | $72,404+31.4% | $110,238-13.7% | $64,186+48.3% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.1pp |
| Annual return | -7.43% | -6.29%-1.1pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,022 | $2,282-55.2% | $3,826-73.3% | $2,381-57.1% |
| Participant deferral / active EE | $4,164 | $3,469+20.0% | $4,672-10.9% | $3,470+20.0% |
| Admin fee / account holder | $5,066 | $5,664-10.6% | $8,547-40.7% | $4,888+3.6% |