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 | $87,983 | $95,803-8.2% | $113,168-22.3% | $84,808+3.7% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 12.56% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,214 | $2,360-6.2% | $2,975-25.6% | $2,631-15.9% |
| Participant deferral / active EE | $6,094 | $4,242+43.7% | $5,107+19.3% | $4,212+44.7% |
| Admin fee / account holder | $4,829 | $8,989-46.3% | $12,068-60.0% | $7,344-34.2% |