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 | $54,219 | $53,596+1.2% | $90,645-40.2% | $64,186-15.5% |
| Participation rate | 88.2% | 64.5%+23.7pp | 74.0%+14.2pp | 69.6%+18.7pp |
| Annual return | -3.83% | 4.41%-8.2pp | 1.88%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $565 | $1,503-62.4% | $2,532-77.7% | $2,381-76.3% |
| Participant deferral / active EE | $3,340 | $2,459+35.8% | $3,425-2.5% | $3,470-3.7% |
| Admin fee / account holder | $5,711 | $3,868+47.7% | $4,994+14.4% | $4,888+16.8% |