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 | $106,045 | $78,926+34.4% | $136,749-22.5% | $84,808+25.0% |
| Participation rate | 81.3% | 62.2%+19.1pp | 72.1%+9.1pp | 68.3%+12.9pp |
| Annual return | 15.58% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,466 | $3,168+104.1% | $4,692+37.8% | $4,212+53.5% |
| Admin fee / account holder | $8,770 | $6,369+37.7% | $11,386-23.0% | $7,344+19.4% |