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 | $96,310 | $67,411+42.9% | $91,001+5.8% | $70,131+37.3% |
| Participation rate | 71.2% | 71.4%-0.1pp | 75.6%-4.4pp | 69.5%+1.7pp |
| Annual return | 29.06% | -40.16%+69.2pp | 4.60%+24.5pp | 73.14%-44.1pp |
| Employer contribution / active EE | $2,332 | $1,786+30.6% | $2,456-5.0% | $2,342-0.5% |
| Participant deferral / active EE | $4,423 | $2,823+56.7% | $3,547+24.7% | $3,332+32.8% |
| Admin fee / account holder | $1,713 | $4,236-59.6% | $5,417-68.4% | $4,645-63.1% |