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 | $101,898 | $86,929+17.2% | $102,423-0.5% | $80,856+26.0% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.6pp | 67.6%+5.2pp |
| Annual return | 11.40% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,537 | $2,369-35.1% | $3,023-49.2% | $2,755-44.2% |
| Participant deferral / active EE | $4,064 | $4,118-1.3% | $5,053-19.6% | $4,296-5.4% |
| Admin fee / account holder | $5,996 | $8,049-25.5% | $9,451-36.6% | $6,918-13.3% |