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 | $79,726 | $80,968-1.5% | $96,544-17.4% | $75,163+6.1% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 13.01% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,260 | $2,282-0.9% | $2,965-23.8% | $2,670-15.3% |
| Participant deferral / active EE | $4,099 | $3,928+4.4% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $4,007 | $6,724-40.4% | $8,252-51.4% | $5,651-29.1% |