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 | $86,452 | $95,803-9.8% | $113,168-23.6% | $84,808+1.9% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 15.66% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,804 | $2,360+18.8% | $2,975-5.7% | $2,631+6.6% |
| Participant deferral / active EE | $8,064 | $4,242+90.1% | $5,107+57.9% | $4,212+91.5% |
| Admin fee / account holder | $2,399 | $8,989-73.3% | $12,068-80.1% | $7,344-67.3% |