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 | $86,220 | $42,894+101.0% | $60,874+41.6% | $68,494+25.9% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -13.84% | -13.98%+0.1pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,550 | $1,978-21.7% | $2,701-42.6% | $2,596-40.3% |
| Participant deferral / active EE | $2,316 | $2,867-19.2% | $3,817-39.3% | $4,027-42.5% |
| Admin fee / account holder | $8,378 | $3,101+170.2% | $3,224+159.9% | $5,403+55.1% |