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 | $80,135 | $57,354+39.7% | $83,848-4.4% | $64,186+24.8% |
| Participation rate | 70.6% | 68.6%+2.0pp | 76.1%-5.6pp | 69.6%+1.0pp |
| Annual return | -7.38% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $543 | $2,545-78.7% | $3,631-85.0% | $2,381-77.2% |
| Participant deferral / active EE | $3,030 | $2,993+1.2% | $4,082-25.8% | $3,470-12.7% |
| Admin fee / account holder | $1,332 | $4,046-67.1% | $5,478-75.7% | $4,888-72.7% |