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 | $66,627 | $53,412+24.7% | $68,509-2.7% | $52,331+27.3% |
| Participation rate | 85.6% | 71.7%+13.9pp | 74.7%+10.9pp | 68.1%+17.5pp |
| Annual return | -1.43% | 3.42%-4.9pp | 8.27%-9.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $6,584 | $1,607+309.7% | $2,278+189.1% | $1,882+249.9% |
| Participant deferral / active EE | $10,804 | $2,688+302.0% | $3,382+219.4% | $3,022+257.5% |
| Admin fee / account holder | $5,504 | $461+1094.3% | $5,275+4.3% | $592+830.4% |