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 | $83,371 | $77,813+7.1% | $123,544-32.5% | $64,186+29.9% |
| Participation rate | 81.4% | 74.7%+6.6pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,696 | $3,014+22.6% | $4,628-20.1% | $2,381+55.2% |
| Participant deferral / active EE | $7,160 | $5,240+36.7% | $6,426+11.4% | $3,470+106.4% |
| Admin fee / account holder | $6,619 | $5,519+19.9% | $9,284-28.7% | $4,888+35.4% |