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 | $113,279 | $62,586+81.0% | $76,768+47.6% | $64,186+76.5% |
| Participation rate | 72.6% | 72.8%-0.2pp | 77.0%-4.4pp | 69.6%+3.0pp |
| Annual return | -5.68% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,023 | $1,832-44.1% | $2,485-58.8% | $2,381-57.0% |
| Participant deferral / active EE | $4,088 | $3,145+30.0% | $3,852+6.1% | $3,470+17.8% |
| Admin fee / account holder | $13,154 | $4,667+181.9% | $6,675+97.1% | $4,888+169.1% |