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 | $110,826 | $138,347-19.9% | $184,203-39.8% | $80,856+37.1% |
| Participation rate | 79.1% | 83.9%-4.8pp | 86.8%-7.7pp | 67.6%+11.4pp |
| Annual return | 12.54% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,737 | $7,071-33.0% | $9,131-48.1% | $4,296+10.3% |
| Admin fee / account holder | $1,038 | $10,483-90.1% | $13,901-92.5% | $6,918-85.0% |