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 | $127,917 | $50,958+151.0% | $74,550+71.6% | $64,186+99.3% |
| Participation rate | 94.0% | 61.1%+32.9pp | 69.1%+24.9pp | 69.6%+24.4pp |
| Annual return | -7.59% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,372 | $1,115+381.6% | $1,961+173.9% | $2,381+125.6% |
| Participant deferral / active EE | $12,669 | $2,301+450.5% | $3,108+307.6% | $3,470+265.1% |
| Admin fee / account holder | $6,287 | $4,223+48.9% | $5,060+24.3% | $4,888+28.6% |