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 | $134,721 | $211,958-36.4% | $169,463-20.5% | $135,375-0.5% |
| Participation rate | 95.7% | 82.6%+13.0pp | 77.8%+17.9pp | 82.6%+13.0pp |
| Annual return | 8.93% | 3.26%+5.7pp | 1.83%+7.1pp | 519.73%-510.8pp |
| Employer contribution / active EE | $3,512 | $5,120-31.4% | $4,159-15.5% | $4,779-26.5% |
| Participant deferral / active EE | $5,750 | $6,075-5.3% | $5,277+9.0% | $5,609+2.5% |
| Admin fee / account holder | $1,792 | $11,471-84.4% | $9,109-80.3% | $10,827-83.4% |