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 | $113,167 | $77,813+45.4% | $123,544-8.4% | $64,186+76.3% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -4.98% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,976 | $3,014+131.5% | $4,628+50.7% | $2,381+193.0% |
| Participant deferral / active EE | $5,751 | $5,240+9.7% | $6,426-10.5% | $3,470+65.7% |
| Admin fee / account holder | $3,945 | $5,519-28.5% | $9,284-57.5% | $4,888-19.3% |