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 | $99,143 | $85,022+16.6% | $70,515+40.6% | $139,434-28.9% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 20.24% | 30.38%-10.1pp | 32.77%-12.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,852 | $3,909-52.6% | $2,973-37.7% | $4,751-61.0% |
| Participant deferral / active EE | $4,766 | $5,890-19.1% | $4,567+4.4% | $6,710-29.0% |
| Admin fee / account holder | $17,395 | $8,906+95.3% | $6,412+171.3% | $11,403+52.6% |