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 | $99,419 | $95,803+3.8% | $113,168-12.1% | $84,808+17.2% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 15.80% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,630 | $2,360-30.9% | $2,975-45.2% | $2,631-38.0% |
| Participant deferral / active EE | $6,520 | $4,242+53.7% | $5,107+27.7% | $4,212+54.8% |
| Admin fee / account holder | $7,238 | $8,989-19.5% | $12,068-40.0% | $7,344-1.4% |