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 | $89,284 | $62,586+42.7% | $76,768+16.3% | $64,186+39.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -4.21% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,437 | $1,832+33.0% | $2,485-1.9% | $2,381+2.4% |
| Participant deferral / active EE | $5,427 | $3,145+72.6% | $3,852+40.9% | $3,470+56.4% |
| Admin fee / account holder | $2,338 | $4,667-49.9% | $6,675-65.0% | $4,888-52.2% |