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 | $111,328 | $50,958+118.5% | $74,550+49.3% | $64,186+73.4% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.1%+20.1pp | 69.6%+19.7pp |
| Annual return | -6.82% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $243 | $1,115-78.2% | $1,961-87.6% | $2,381-89.8% |
| Participant deferral / active EE | $6,893 | $2,301+199.5% | $3,108+121.8% | $3,470+98.7% |
| Admin fee / account holder | $493 | $4,223-88.3% | $5,060-90.3% | $4,888-89.9% |