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 | $105,378 | $101,724+3.6% | $164,813-36.1% | $80,856+30.3% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 15.97% | 16.72%-0.7pp | 69.93%-54.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,229 | $2,953-24.5% | $4,341-48.6% | $2,755-19.1% |
| Participant deferral / active EE | $7,004 | $4,477+56.4% | $6,031+16.1% | $4,296+63.1% |
| Admin fee / account holder | $3,607 | $8,227-56.2% | $12,690-71.6% | $6,918-47.9% |