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 | $92,362 | $50,958+81.3% | $74,550+23.9% | $64,186+43.9% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | 2.74% | -1.86%+4.6pp | 32.53%-29.8pp | 7.63%-4.9pp |
| Employer contribution / active EE | $1,364 | $1,115+22.3% | $1,961-30.5% | $2,381-42.7% |
| Participant deferral / active EE | $2,179 | $2,301-5.3% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $2,107 | $4,223-50.1% | $5,060-58.4% | $4,888-56.9% |