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 | $79,803 | $88,707-10.0% | $74,183+7.6% | $273,961-70.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 8.90% | 11.94%-3.0pp | 17.74%-8.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,925 | $3,159+55.9% | $2,370+107.8% | $4,869+1.2% |
| Participant deferral / active EE | $6,742 | $4,212+60.1% | $3,550+89.9% | $5,287+27.5% |
| Admin fee / account holder | $18,975 | $8,717+117.7% | $5,586+239.7% | $10,132+87.3% |