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 | $126,185 | $62,586+101.6% | $76,768+64.4% | $64,186+96.6% |
| Participation rate | 90.3% | 72.8%+17.5pp | 77.0%+13.4pp | 69.6%+20.8pp |
| Annual return | -0.12% | -1.95%+1.8pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $809 | $1,832-55.8% | $2,485-67.5% | $2,381-66.0% |
| Participant deferral / active EE | $6,005 | $3,145+91.0% | $3,852+55.9% | $3,470+73.1% |
| Admin fee / account holder | $3,342 | $4,667-28.4% | $6,675-49.9% | $4,888-31.6% |