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 | $108,135 | $109,413-1.2% | $156,263-30.8% | $84,808+27.5% |
| Participation rate | 87.6% | 72.7%+14.9pp | 78.9%+8.7pp | 68.3%+19.3pp |
| Annual return | 17.76% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $945 | $2,907-67.5% | $4,333-78.2% | $2,631-64.1% |
| Participant deferral / active EE | $6,408 | $4,590+39.6% | $6,158+4.1% | $4,212+52.2% |
| Admin fee / account holder | $3,317 | $9,357-64.6% | $14,255-76.7% | $7,344-54.8% |