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 | $99,407 | $54,726+81.6% | $68,793+44.5% | $64,186+54.9% |
| Participation rate | 92.0% | 68.0%+23.9pp | 72.2%+19.7pp | 69.6%+22.4pp |
| Annual return | -5.67% | -1.62%-4.1pp | -4.63%-1.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,202 | $1,846+127.6% | $2,625+60.1% | $2,381+76.5% |
| Participant deferral / active EE | $4,577 | $2,626+74.3% | $3,311+38.2% | $3,470+31.9% |
| Admin fee / account holder | $2,886 | $4,027-28.3% | $5,131-43.8% | $4,888-41.0% |