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 | $104,981 | $138,347-24.1% | $184,203-43.0% | $80,856+29.8% |
| Participation rate | 89.8% | 83.9%+6.0pp | 86.8%+3.0pp | 67.6%+22.2pp |
| Annual return | 20.15% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $9,724 | $4,850+100.5% | $6,427+51.3% | $2,755+253.0% |
| Participant deferral / active EE | $17,875 | $7,071+152.8% | $9,131+95.8% | $4,296+316.1% |
| Admin fee / account holder | $7,552 | $10,483-28.0% | $13,901-45.7% | $6,918+9.2% |