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 | $108,583 | $52,681+106.1% | $75,781+43.3% | $59,632+82.1% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | -2.61% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $3,857 | $2,193+75.8% | $3,323+16.0% | $2,203+75.1% |
| Participant deferral / active EE | $10,007 | $2,591+286.3% | $3,651+174.1% | $3,192+213.5% |
| Admin fee / account holder | $1,273 | $3,610-64.7% | $5,299-76.0% | $4,297-70.4% |