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 | $87,545 | $105,856-17.3% | $285,549-69.3% | $116,875-25.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 83.2%+16.8pp | 74.5%+25.5pp |
| Annual return | 14.47% | 16.47%-2.0pp | 7.15%+7.3pp | 16.29%-1.8pp |
| Employer contribution / active EE | $2,099 | $2,968-29.3% | $5,022-58.2% | $3,288-36.2% |
| Participant deferral / active EE | $3,080 | $2,757+11.7% | $4,549-32.3% | $3,885-20.7% |
| Admin fee / account holder | $8,317 | $7,416+12.2% | $13,934-40.3% | $12,263-32.2% |