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 | $76,184 | $80,968-5.9% | $96,544-21.1% | $75,163+1.4% |
| Participation rate | 81.6% | 71.8%+9.8pp | 76.0%+5.6pp | 67.2%+14.4pp |
| Annual return | 14.56% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,733 | $2,282+19.8% | $2,965-7.8% | $2,670+2.3% |
| Participant deferral / active EE | $7,144 | $3,928+81.9% | $4,851+47.3% | $4,125+73.2% |
| Admin fee / account holder | $30,396 | $6,724+352.0% | $8,252+268.3% | $5,651+437.9% |