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 | $103,597 | $123,793-16.3% | $177,821-41.7% | $79,858+29.7% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 17.12% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,206 | $4,095-46.1% | $5,918-62.7% | $2,471-10.7% |
| Participant deferral / active EE | $3,229 | $5,956-45.8% | $7,714-58.1% | $3,740-13.7% |
| Admin fee / account holder | $3,117 | $7,243-57.0% | $12,427-74.9% | $5,306-41.3% |