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 | $100,036 | $148,978-32.9% | $200,582-50.1% | $84,808+18.0% |
| Participation rate | 76.5% | 84.2%-7.8pp | 86.9%-10.4pp | 68.3%+8.2pp |
| Annual return | 34.80% | 28.16%+6.6pp | 42.33%-7.5pp | 40.90%-6.1pp |
| Employer contribution / active EE | $1,920 | $4,815-60.1% | $6,419-70.1% | $2,631-27.0% |
| Participant deferral / active EE | $3,397 | $7,142-52.4% | $9,331-63.6% | $4,212-19.3% |
| Admin fee / account holder | $9,166 | $13,977-34.4% | $16,305-43.8% | $7,344+24.8% |