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 | $92,391 | $138,347-33.2% | $184,203-49.8% | $80,856+14.3% |
| Participation rate | 97.1% | 83.9%+13.3pp | 86.8%+10.3pp | 67.6%+29.5pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,665 | $4,850-24.4% | $6,427-43.0% | $2,755+33.0% |
| Participant deferral / active EE | $5,503 | $7,071-22.2% | $9,131-39.7% | $4,296+28.1% |
| Admin fee / account holder | $4,162 | $10,483-60.3% | $13,901-70.1% | $6,918-39.8% |