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 | $95,322 | $86,286+10.5% | $111,297-14.4% | $85,850+11.0% |
| Participation rate | 91.4% | 73.3%+18.1pp | 77.3%+14.1pp | 69.3%+22.1pp |
| Annual return | 15.13% | 19.99%-4.9pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,408 | $2,043+17.9% | $2,731-11.8% | $2,565-6.1% |
| Participant deferral / active EE | $5,609 | $3,641+54.1% | $4,487+25.0% | $3,952+41.9% |
| Admin fee / account holder | $6,711 | $8,188-18.0% | $7,964-15.7% | $6,260+7.2% |