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 | $93,583 | $100,326-6.7% | $180,183-48.1% | $84,808+10.3% |
| Participation rate | 73.2% | 71.0%+2.2pp | 77.4%-4.3pp | 68.3%+4.9pp |
| Annual return | 15.13% | 17.86%-2.7pp | 27.86%-12.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,510 | $5,066+28.5% | $6,822-4.6% | $4,212+54.6% |
| Admin fee / account holder | $5,316 | $9,674-45.1% | $19,975-73.4% | $7,344-27.6% |