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 | $108,553 | $138,347-21.5% | $184,203-41.1% | $80,856+34.3% |
| Participation rate | 78.8% | 83.9%-5.1pp | 86.8%-8.0pp | 67.6%+11.1pp |
| Annual return | 12.35% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,764 | $4,850-1.8% | $6,427-25.9% | $2,755+72.9% |
| Participant deferral / active EE | $3,401 | $7,071-51.9% | $9,131-62.8% | $4,296-20.8% |
| Admin fee / account holder | $21,846 | $10,483+108.4% | $13,901+57.2% | $6,918+215.8% |