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 | $77,993 | $71,883+8.5% | $86,677-10.0% | $68,494+13.9% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -15.43% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,170 | $2,173-0.1% | $2,836-23.5% | $2,596-16.4% |
| Participant deferral / active EE | $5,196 | $3,779+37.5% | $4,656+11.6% | $4,027+29.0% |
| Admin fee / account holder | $6,412 | $6,112+4.9% | $7,493-14.4% | $5,403+18.7% |