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 | $86,648 | $95,803-9.6% | $113,168-23.4% | $84,808+2.2% |
| Participation rate | 87.6% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.3pp |
| Annual return | 15.43% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,312 | $2,360-2.0% | $2,975-22.3% | $2,631-12.1% |
| Participant deferral / active EE | $6,021 | $4,242+41.9% | $5,107+17.9% | $4,212+43.0% |
| Admin fee / account holder | $9,193 | $8,989+2.3% | $12,068-23.8% | $7,344+25.2% |