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 | $117,523 | $67,411+74.3% | $91,001+29.1% | $70,131+67.6% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 21.77% | -40.16%+61.9pp | 4.60%+17.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,770 | $1,786-0.9% | $2,456-27.9% | $2,342-24.4% |
| Participant deferral / active EE | $2,869 | $2,823+1.7% | $3,547-19.1% | $3,332-13.9% |
| Admin fee / account holder | $1,889 | $4,236-55.4% | $5,417-65.1% | $4,645-59.3% |