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 | $92,656 | $81,900+13.1% | $119,609-22.5% | $68,494+35.3% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,054 | $2,693+13.4% | $4,232-27.8% | $2,596+17.6% |
| Participant deferral / active EE | $4,221 | $4,148+1.8% | $5,602-24.7% | $4,027+4.8% |
| Admin fee / account holder | $420 | $6,582-93.6% | $10,323-95.9% | $5,403-92.2% |