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 | $75,633 | $94,529-20.0% | $140,016-46.0% | $64,186+17.8% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -7.04% | 7.77%-14.8pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,546 | $3,812-59.5% | $5,606-72.4% | $2,381-35.1% |
| Participant deferral / active EE | $4,178 | $5,250-20.4% | $6,927-39.7% | $3,470+20.4% |
| Admin fee / account holder | $5,336 | $6,741-20.8% | $10,705-50.2% | $4,888+9.2% |