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 | $122,847 | $58,577+109.7% | $83,333+47.4% | $64,186+91.4% |
| Participation rate | 84.4% | 72.0%+12.3pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -6.60% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,516 | $2,098+258.2% | $3,379+122.4% | $2,381+215.7% |
| Participant deferral / active EE | $20,665 | $4,654+344.0% | $5,565+271.3% | $3,470+495.6% |
| Admin fee / account holder | $23,592 | $9,275+154.3% | $7,510+214.1% | $4,888+382.6% |