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 | $108,127 | $58,577+84.6% | $83,333+29.8% | $64,186+68.5% |
| Participation rate | 82.9% | 72.0%+10.8pp | 77.8%+5.1pp | 69.6%+13.3pp |
| Annual return | -8.02% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,258 | $2,098+7.6% | $3,379-33.2% | $2,381-5.1% |
| Participant deferral / active EE | $7,373 | $4,654+58.4% | $5,565+32.5% | $3,470+112.5% |
| Admin fee / account holder | $2,349 | $9,275-74.7% | $7,510-68.7% | $4,888-51.9% |