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 | $101,048 | $99,032+2.0% | $80,019+26.3% | $135,375-25.4% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | 1.49% | 15.39%-13.9pp | 11.22%-9.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,401 | $3,043-54.0% | $2,468-43.3% | $4,779-70.7% |
| Participant deferral / active EE | $4,141 | $4,282-3.3% | $3,686+12.3% | $5,609-26.2% |
| Admin fee / account holder | $27,558 | $10,436+164.1% | $6,521+322.6% | $10,827+154.5% |