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 3-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 | $107,781 | $109,881-1.9% | $150,045-28.2% | $84,808+27.1% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 17.05% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,162 | $3,561-39.3% | $4,693-53.9% | $2,631-17.8% |
| Participant deferral / active EE | $6,613 | $6,636-0.4% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $939 | $8,568-89.0% | $13,435-93.0% | $7,344-87.2% |