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 | $97,145 | $86,929+11.8% | $102,423-5.2% | $80,856+20.1% |
| Participation rate | 81.6% | 72.4%+9.3pp | 76.5%+5.1pp | 67.6%+14.0pp |
| Annual return | 11.79% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,879 | $4,118-30.1% | $5,053-43.0% | $4,296-33.0% |
| Admin fee / account holder | $1,789 | $8,049-77.8% | $9,451-81.1% | $6,918-74.1% |