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 | $121,131 | $92,222+31.3% | $76,768+57.8% | $135,375-10.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,690 | $3,216-16.4% | $2,485+8.2% | $4,779-43.7% |
| Participant deferral / active EE | $5,870 | $4,509+30.2% | $3,852+52.4% | $5,609+4.7% |
| Admin fee / account holder | $3,917 | $10,748-63.6% | $6,675-41.3% | $10,827-63.8% |