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 | $127,351 | $109,881+15.9% | $150,045-15.1% | $84,808+50.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.54% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,633 | $3,561-54.1% | $4,693-65.2% | $2,631-37.9% |
| Participant deferral / active EE | $7,531 | $6,636+13.5% | $7,997-5.8% | $4,212+78.8% |
| Admin fee / account holder | $7,480 | $8,568-12.7% | $13,435-44.3% | $7,344+1.9% |