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 | $128,744 | $148,978-13.6% | $200,582-35.8% | $84,808+51.8% |
| Participation rate | 76.7% | 84.2%-7.6pp | 86.9%-10.2pp | 68.3%+8.4pp |
| Annual return | 13.16% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,366 | $4,815-50.9% | $6,419-63.1% | $2,631-10.1% |
| Participant deferral / active EE | $3,314 | $7,142-53.6% | $9,331-64.5% | $4,212-21.3% |
| Admin fee / account holder | $6,910 | $13,977-50.6% | $16,305-57.6% | $7,344-5.9% |