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 | $98,582 | $153,772-35.9% | $133,980-26.4% | $273,961-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,371 | $6,029-44.1% | $5,211-35.3% | $4,869-30.8% |
| Participant deferral / active EE | $5,127 | $6,958-26.3% | $6,282-18.4% | $5,287-3.0% |
| Admin fee / account holder | $5,262 | $11,765-55.3% | $9,324-43.6% | $10,132-48.1% |