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 | $75,418 | $49,177+53.4% | $79,464-5.1% | $64,186+17.5% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -7.18% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,077 | $2,0760% | $2,800-25.8% | $2,381-12.8% |
| Participant deferral / active EE | $5,176 | $2,821+83.5% | $3,704+39.8% | $3,470+49.2% |
| Admin fee / account holder | $14,878 | $3,839+287.6% | $5,113+191.0% | $4,888+204.4% |