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 | $109,859 | $118,450-7.3% | $98,439+11.6% | $139,434-21.2% |
| Participation rate | 94.7% | 77.4%+17.3pp | 75.2%+19.6pp | 80.3%+14.4pp |
| Annual return | 15.52% | 18.94%-3.4pp | 21.16%-5.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,663 | $3,609+1.5% | $3,048+20.2% | $4,751-22.9% |
| Participant deferral / active EE | $5,951 | $5,392+10.4% | $4,738+25.6% | $6,710-11.3% |
| Admin fee / account holder | $4,517 | $14,026-67.8% | $8,948-49.5% | $11,403-60.4% |