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 | $127,667 | $59,805+113.5% | $79,550+60.5% | $68,494+86.4% |
| Participation rate | 78.7% | 61.1%+17.6pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -15.41% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,266 | $1,505-15.9% | $2,413-47.5% | $2,596-51.2% |
| Participant deferral / active EE | $5,024 | $3,024+66.1% | $3,985+26.1% | $4,027+24.7% |
| Admin fee / account holder | $8,528 | $4,835+76.4% | $6,832+24.8% | $5,403+57.8% |