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 | $108,917 | $93,571+16.4% | $135,903-19.9% | $75,163+44.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 19.61% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,248 | $6,404-33.7% | $7,758-45.2% | $4,125+3.0% |
| Admin fee / account holder | $380 | $6,975-94.5% | $10,762-96.5% | $5,651-93.3% |