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 | $80,301 | $73,867+8.7% | $143,757-44.1% | $68,494+17.2% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -17.54% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,528 | $3,184+42.2% | $4,951-8.5% | $2,596+74.4% |
| Participant deferral / active EE | $4,035 | $3,384+19.2% | $5,637-28.4% | $4,027+0.2% |
| Admin fee / account holder | $6,752 | $5,755+17.3% | $14,673-54.0% | $5,403+25.0% |