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 | $81,174 | $45,863+77.0% | $77,024+5.4% | $68,494+18.5% |
| Participation rate | 85.5% | 55.9%+29.5pp | 67.9%+17.5pp | 67.9%+17.6pp |
| Annual return | -15.51% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,828 | $1,650+10.8% | $2,812-35.0% | $2,596-29.6% |
| Participant deferral / active EE | $3,365 | $2,962+13.6% | $4,426-24.0% | $4,027-16.4% |
| Admin fee / account holder | $9,573 | $3,041+214.9% | $5,425+76.5% | $5,403+77.2% |