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 | $102,192 | $123,793-17.4% | $177,821-42.5% | $79,858+28.0% |
| Participation rate | 83.2% | 84.7%-1.5pp | 87.7%-4.6pp | 69.6%+13.5pp |
| Annual return | 13.08% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,190 | $4,095-46.5% | $5,918-63.0% | $2,471-11.3% |
| Participant deferral / active EE | $4,339 | $5,956-27.1% | $7,714-43.7% | $3,740+16.0% |
| Admin fee / account holder | $5,714 | $7,243-21.1% | $12,427-54.0% | $5,306+7.7% |