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 | $76,471 | $64,707+18.2% | $112,228-31.9% | $68,494+11.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.71% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,383 | $2,746-13.2% | $3,635-34.4% | $2,596-8.2% |
| Participant deferral / active EE | $3,038 | $3,565-14.8% | $4,728-35.7% | $4,027-24.6% |
| Admin fee / account holder | $4,267 | $5,232-18.4% | $6,410-33.4% | $5,403-21.0% |