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 | $84,621 | $95,803-11.7% | $113,168-25.2% | $84,808-0.2% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.7pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,169 | $2,360-50.5% | $2,975-60.7% | $2,631-55.6% |
| Participant deferral / active EE | $3,665 | $4,242-13.6% | $5,107-28.2% | $4,212-13.0% |
| Admin fee / account holder | $13,816 | $8,989+53.7% | $12,068+14.5% | $7,344+88.1% |