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 | $103,778 | $110,094-5.7% | $151,611-31.5% | $68,494+51.5% |
| Participation rate | 89.3% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -8.26% | -10.12%+1.9pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $6,860 | $4,471+53.4% | $6,166+11.3% | $2,596+164.2% |
| Participant deferral / active EE | $4,019 | $6,527-38.4% | $8,363-51.9% | $4,027-0.2% |
| Admin fee / account holder | $3,025 | $7,719-60.8% | $11,616-74.0% | $5,403-44.0% |