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 | $89,474 | $110,094-18.7% | $151,611-41.0% | $68,494+30.6% |
| Participation rate | 75.5% | 84.0%-8.5pp | 87.5%-12.0pp | 67.9%+7.6pp |
| Annual return | -14.36% | -10.12%-4.2pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,669 | $4,471-40.3% | $6,166-56.7% | $2,596+2.8% |
| Participant deferral / active EE | $6,287 | $6,527-3.7% | $8,363-24.8% | $4,027+56.1% |
| Admin fee / account holder | $14,814 | $7,719+91.9% | $11,616+27.5% | $5,403+174.2% |