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 | $102,003 | $148,978-31.5% | $200,582-49.1% | $84,808+20.3% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 24.97% | 28.16%-3.2pp | 42.33%-17.4pp | 40.90%-15.9pp |
| Employer contribution / active EE | $4,720 | $4,815-2.0% | $6,419-26.5% | $2,631+79.4% |
| Participant deferral / active EE | $8,442 | $7,142+18.2% | $9,331-9.5% | $4,212+100.5% |
| Admin fee / account holder | $2,969 | $13,977-78.8% | $16,305-81.8% | $7,344-59.6% |