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 | $96,730 | $94,529+2.3% | $140,016-30.9% | $64,186+50.7% |
| Participation rate | 93.4% | 84.1%+9.3pp | 87.5%+5.9pp | 69.6%+23.8pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,047 | $3,812+32.4% | $5,606-10.0% | $2,381+112.0% |
| Participant deferral / active EE | $5,575 | $5,250+6.2% | $6,927-19.5% | $3,470+60.7% |
| Admin fee / account holder | $7,823 | $6,741+16.1% | $10,705-26.9% | $4,888+60.0% |