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 | $117,471 | $153,772-23.6% | $133,980-12.3% | $273,961-57.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.37% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,057 | $6,958-13.0% | $6,282-3.6% | $5,287+14.6% |
| Admin fee / account holder | $1,359 | $11,765-88.5% | $9,324-85.4% | $10,132-86.6% |