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 | $73,858 | $50,958+44.9% | $74,550-0.9% | $64,186+15.1% |
| Participation rate | 73.2% | 61.1%+12.1pp | 69.1%+4.1pp | 69.6%+3.6pp |
| Annual return | -5.34% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $620 | $1,115-44.4% | $1,961-68.4% | $2,381-74.0% |
| Participant deferral / active EE | $3,503 | $2,301+52.2% | $3,108+12.7% | $3,470+1.0% |
| Admin fee / account holder | $1,955 | $4,223-53.7% | $5,060-61.4% | $4,888-60.0% |