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 | $73,248 | $77,813-5.9% | $123,544-40.7% | $64,186+14.1% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.6pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,007 | $3,014-33.4% | $4,628-56.6% | $2,381-15.7% |
| Participant deferral / active EE | $6,978 | $5,240+33.2% | $6,426+8.6% | $3,470+101.1% |
| Admin fee / account holder | $1,928 | $5,519-65.1% | $9,284-79.2% | $4,888-60.6% |