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 | $96,378 | $101,724-5.3% | $164,813-41.5% | $80,856+19.2% |
| Participation rate | 85.1% | 71.8%+13.3pp | 78.6%+6.5pp | 67.6%+17.5pp |
| Annual return | 13.15% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,466 | $2,953-16.5% | $4,341-43.2% | $2,755-10.5% |
| Participant deferral / active EE | $3,597 | $4,477-19.6% | $6,031-40.4% | $4,296-16.3% |
| Admin fee / account holder | $24,942 | $8,227+203.2% | $12,690+96.6% | $6,918+260.5% |