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 | $96,696 | $95,803+0.9% | $113,168-14.6% | $84,808+14.0% |
| Participation rate | 86.7% | 72.9%+13.9pp | 76.6%+10.2pp | 68.3%+18.4pp |
| Annual return | 16.26% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,349 | $2,360-42.8% | $2,975-54.6% | $2,631-48.7% |
| Participant deferral / active EE | $5,265 | $4,242+24.1% | $5,107+3.1% | $4,212+25.0% |
| Admin fee / account holder | $11,981 | $8,989+33.3% | $12,068-0.7% | $7,344+63.1% |