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 | $84,019 | $123,793-32.1% | $177,821-52.8% | $79,858+5.2% |
| Participation rate | 88.4% | 84.7%+3.7pp | 87.7%+0.7pp | 69.6%+18.7pp |
| Annual return | 16.89% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,351 | $4,095-67.0% | $5,918-77.2% | $2,471-45.3% |
| Participant deferral / active EE | $3,810 | $5,956-36.0% | $7,714-50.6% | $3,740+1.9% |
| Admin fee / account holder | $11,003 | $7,243+51.9% | $12,427-11.5% | $5,306+107.4% |