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 | $112,108 | $95,803+17.0% | $113,168-0.9% | $84,808+32.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.82% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,051 | $2,360-55.5% | $2,975-64.7% | $2,631-60.0% |
| Participant deferral / active EE | $5,993 | $4,242+41.3% | $5,107+17.4% | $4,212+42.3% |
| Admin fee / account holder | $4,381 | $8,989-51.3% | $12,068-63.7% | $7,344-40.4% |