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 | $107,452 | $95,803+12.2% | $113,168-5.1% | $84,808+26.7% |
| Participation rate | 91.5% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.2pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,468 | $2,360-37.8% | $2,975-50.7% | $2,631-44.2% |
| Participant deferral / active EE | $3,660 | $4,242-13.7% | $5,107-28.3% | $4,212-13.1% |
| Admin fee / account holder | $4,197 | $8,989-53.3% | $12,068-65.2% | $7,344-42.8% |