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 | $56,500 | $43,327+30.4% | $59,878-5.6% | $64,186-12.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.07% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,213 | $2,028+9.1% | $2,722-18.7% | $2,381-7.1% |
| Participant deferral / active EE | $2,227 | $2,546-12.5% | $3,402-34.5% | $3,470-35.8% |
| Admin fee / account holder | $3,962 | $3,005+31.9% | $3,590+10.4% | $4,888-18.9% |