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 | $123,682 | $59,805+106.8% | $79,550+55.5% | $68,494+80.6% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | -14.19% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,013 | $1,505+33.7% | $2,413-16.6% | $2,596-22.5% |
| Participant deferral / active EE | $3,720 | $3,024+23.0% | $3,985-6.7% | $4,027-7.6% |
| Admin fee / account holder | $21,097 | $4,835+336.4% | $6,832+208.8% | $5,403+290.5% |