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 | $135,034 | $138,347-2.4% | $184,203-26.7% | $80,856+67.0% |
| Participation rate | 91.1% | 83.9%+7.2pp | 86.8%+4.3pp | 67.6%+23.5pp |
| Annual return | 18.46% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,005 | $4,850-38.0% | $6,427-53.2% | $2,755+9.1% |
| Participant deferral / active EE | $3,795 | $7,071-46.3% | $9,131-58.4% | $4,296-11.7% |
| Admin fee / account holder | $512 | $10,483-95.1% | $13,901-96.3% | $6,918-92.6% |