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 | $59,415 | $52,836+12.5% | $105,738-43.8% | $64,186-7.4% |
| Participation rate | 88.1% | 66.5%+21.5pp | 76.3%+11.8pp | 69.6%+18.5pp |
| Annual return | -3.44% | 14.30%-17.7pp | 6.27%-9.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $629 | $1,827-65.6% | $3,268-80.7% | $2,381-73.6% |
| Participant deferral / active EE | $3,637 | $2,545+42.9% | $4,080-10.9% | $3,470+4.8% |
| Admin fee / account holder | $6,635 | $3,959+67.6% | $6,913-4.0% | $4,888+35.7% |