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 | $103,314 | $148,978-30.7% | $200,582-48.5% | $84,808+21.8% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 14.67% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,791 | $4,815-21.3% | $6,419-40.9% | $2,631+44.1% |
| Participant deferral / active EE | $8,284 | $7,142+16.0% | $9,331-11.2% | $4,212+96.7% |
| Admin fee / account holder | $19,833 | $13,977+41.9% | $16,305+21.6% | $7,344+170.1% |