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 | $75,498 | $77,813-3.0% | $123,544-38.9% | $64,186+17.6% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.6pp |
| Annual return | -5.23% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,507 | $3,014-50.0% | $4,628-67.4% | $2,381-36.7% |
| Participant deferral / active EE | $2,966 | $5,240-43.4% | $6,426-53.8% | $3,470-14.5% |
| Admin fee / account holder | $3,201 | $5,519-42.0% | $9,284-65.5% | $4,888-34.5% |