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 | $103,506 | $86,929+19.1% | $102,423+1.1% | $80,856+28.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.54% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,171 | $2,369-8.4% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $6,335 | $4,118+53.8% | $5,053+25.4% | $4,296+47.5% |
| Admin fee / account holder | $3,377 | $8,049-58.0% | $9,451-64.3% | $6,918-51.2% |