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 | $158,880 | $59,805+165.7% | $79,550+99.7% | $68,494+132.0% |
| Participation rate | 94.6% | 61.1%+33.6pp | 69.5%+25.2pp | 67.9%+26.8pp |
| Annual return | -4.86% | -12.30%+7.4pp | 0.16%-5.0pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,717 | $1,505+80.5% | $2,413+12.6% | $2,596+4.6% |
| Participant deferral / active EE | $5,500 | $3,024+81.9% | $3,985+38.0% | $4,027+36.6% |
| Admin fee / account holder | $5,022 | $4,835+3.9% | $6,832-26.5% | $5,403-7.0% |