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 | $83,712 | $148,978-43.8% | $200,582-58.3% | $84,808-1.3% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 19.39% | 28.16%-8.8pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,116 | $4,815-35.3% | $6,419-51.5% | $2,631+18.4% |
| Participant deferral / active EE | $5,737 | $7,142-19.7% | $9,331-38.5% | $4,212+36.2% |
| Admin fee / account holder | $3,948 | $13,977-71.8% | $16,305-75.8% | $7,344-46.2% |