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 | $114,722 | $104,251+10.0% | $91,001+26.1% | $147,584-22.3% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 10.08% | 27.06%-17.0pp | 4.60%+5.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,057 | $3,116-66.1% | $2,456-57.0% | $4,876-78.3% |
| Participant deferral / active EE | $3,066 | $4,195-26.9% | $3,547-13.6% | $5,439-43.6% |
| Admin fee / account holder | $1,612 | $8,948-82.0% | $5,417-70.2% | $10,885-85.2% |