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 | $92,327 | $109,413-15.6% | $156,263-40.9% | $84,808+8.9% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 20.63% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,659 | $2,907-8.5% | $4,333-38.6% | $2,631+1.0% |
| Participant deferral / active EE | $6,019 | $4,590+31.1% | $6,158-2.3% | $4,212+42.9% |
| Admin fee / account holder | $1,411 | $9,357-84.9% | $14,255-90.1% | $7,344-80.8% |