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 | $102,203 | $64,707+57.9% | $112,228-8.9% | $68,494+49.2% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | -15.89% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,936 | $2,746+189.0% | $3,635+118.3% | $2,596+205.6% |
| Participant deferral / active EE | $4,349 | $3,565+22.0% | $4,728-8.0% | $4,027+8.0% |
| Admin fee / account holder | $12,669 | $5,232+142.1% | $6,410+97.6% | $5,403+134.5% |