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 | $111,920 | $78,694+42.2% | $67,652+65.4% | $125,391-10.7% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | 2.08% | 9.46%-7.4pp | 6625.04%-6623.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,811 | $3,044-40.5% | $2,266-20.1% | $4,866-62.8% |
| Participant deferral / active EE | $4,170 | $4,292-2.8% | $3,560+17.1% | $5,352-22.1% |
| Admin fee / account holder | $2,853 | $7,403-61.5% | $4,821-40.8% | $9,540-70.1% |