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 | $69,944 | $77,813-10.1% | $123,544-43.4% | $64,186+9.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -4.44% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,877 | $3,014-4.5% | $4,628-37.8% | $2,381+20.8% |
| Participant deferral / active EE | $5,058 | $5,240-3.5% | $6,426-21.3% | $3,470+45.8% |
| Admin fee / account holder | $4,107 | $5,519-25.6% | $9,284-55.8% | $4,888-16.0% |