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 | $61,009 | $57,354+6.4% | $83,848-27.2% | $64,186-4.9% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.1pp | 69.6%+27.7pp |
| Annual return | -5.95% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,228 | $2,545+66.1% | $3,631+16.4% | $2,381+77.6% |
| Participant deferral / active EE | $3,891 | $2,993+30.0% | $4,082-4.7% | $3,470+12.1% |
| Admin fee / account holder | $2,410 | $4,046-40.4% | $5,478-56.0% | $4,888-50.7% |