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 | $109,477 | $73,867+48.2% | $143,757-23.8% | $68,494+59.8% |
| Participation rate | 96.4% | 66.7%+29.7pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -15.46% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,405 | $3,184-24.5% | $4,951-51.4% | $2,596-7.4% |
| Participant deferral / active EE | $4,790 | $3,384+41.5% | $5,637-15.0% | $4,027+18.9% |
| Admin fee / account holder | $1,472 | $5,755-74.4% | $14,673-90.0% | $5,403-72.7% |