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 | $144,554 | $138,347+4.5% | $184,203-21.5% | $80,856+78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.97% | 20.02%-6.1pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,558 | $4,850-47.3% | $6,427-60.2% | $2,755-7.1% |
| Participant deferral / active EE | $4,921 | $7,071-30.4% | $9,131-46.1% | $4,296+14.6% |
| Admin fee / account holder | $12,557 | $10,483+19.8% | $13,901-9.7% | $6,918+81.5% |